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

To: mauser96 who wrote (6512)	9/18/1999 1:05:00 AM
From: tekboy	Read Replies (4) \| Respond to of 54805

<<Anybody who can wade through all the posts on this thread is blessed with an abundance of perserverance and has a high boredom tolerance.Though this is one of the highest class threads on SI, it's still hard to find the pearls in the chaff.>> Perhaps, but I thought of it as a kind of "Blair Witch Project" with a REALLY hairy ugly thing stomping around out in the trees... It was certainly more compelling than the movie, and Q seems to have had comparable returns... <VVBG> <<Some of the wiser participants actually do their more detailed work on other threads.>> Again, perhaps, but the best posts usually get crosslisted to G&K, so it doesn't matter. And certainly this thread has a FAR higher signal-to-noise ratio than most others, especially for a generalist... <<The time to buy CTXS was last Spring, it's doubled since then. As a pre-gorilla several thread members are in it.>> Far be it from a newbie like me to disagree, Lucius, but I think there's been a lot of very interesting discussion over just what the optimal time is to buy into primates. For example, strict GG rules explicitly say NOT to buy "pre-gorillas," if by that you mean gorilla candidates who haven't crossed the chasm yet. And to use Lindy's old example about why it made sense NOT to hold the Q before March, aren't there other stocks that have MORE than doubled since last spring, with less risk to boot? Maybe Mike has just discussed Seibel more than CTXS or GMST, but I got the impression that he also thinks it is further along in its gorilla development and thus a better and safer buy (true or not, Mike?). He's always compared CTXS to RMBS, and after careful thought I decided to wait a couple more months before getting back in the latter.... Actually, I can think of about 10 stocks I really want to own right now, but then I keep coming back to Frank's and Lindy's arguments about consolidation as opposed to diversification. Frank, you've been saying for months that you wanted to make the case for the former. Why not now? tekboy