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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Uncle Frank who wrote (3139)	6/25/1999 12:04:00 PM
From: Eric Jacobson	Read Replies (2) \| Respond to of 54805

Does anybody here follow CHKP? I don't own it but have been following it for some time. I thought I remembered it being in one of the two portfolios from back when I first started reading this thread, but now it's not there. Do I have a bad memory or was it taken out of one of the portfolios? Anyway, I've been following CHKP and SEBL thinking I'd take a position in one or the other. I appreciate Mike Buckley's analysis of SEBL yesterday. By comparison, CHKP has a much more reasonable PEG of 1.0 and net margins of 50%. It's formed a nice cup and handle - does anybody else think this is an attractive situation?