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

To: chaz who wrote (7035)	9/25/1999 12:09:00 PM
From: Mike Buckley	Respond to of 54805

chaz, I don't pay much attention to MF anymore. How much value....credence, confidence, call it what you will...do you place in their screens. I think their Foolish Four mechanical approach might be the best approach on the planet for anyone who does not want to take the time to hand pick individual stocks. The history of market-crushing returns is astounding, especially for a strategy that requires about ten minutes to implement once each year. I'm not familiar the research/work that has been done with the other mechanical approaches in the last couple of years. I haven't been in touch for awhile with the guy who developed the original "Investing for Growth" mechanical approach but I can tell you that his credibility and attention to detailed research was of the highest standard. Lastly, the Motley Fool in my opinion has the best staff of writers focusing on investing and investments in the industry. Whoever might be considered #2 is so far behind that they aren't in the same league. I use lots of sources on the Net for news but other than folders like this one, I use only the articles published by the Fool to fine tune my thinking about practical, profitable approaches to investing. On that topic, one of my all-time favorite writers left the Fool yesterday to join an investment management firm. It's interesting that Louis Corrigan wrote what I think is the best summary of Gorilla Game I've ever seen. As much as I'll miss him, the breadth and depth of the writing talent at the Fool is so immense that his absence won't be serious for the Fool or its customers. --Mike Buckley

To: chaz who wrote (7035)	9/25/1999 12:17:00 PM
From: uel_Dave	Respond to of 54805

Chaz :re MF - Screens - and Rule Breaker / Gorilla Game You make some interesting points re: mechanical screens on MF. I follow William O'Neil IBD RS and earnings strength, however I could never pull the trigger on the screens. The poster that I corresponded with earlier this year explained that you do not think about it, just do it; however he was the same that said he would put 100% of his RRSP money into Dell in February before the earnings report. I have not seen him posting since that time. ------- On another subject; I found that there are some similarities with the criteria of the Rule Breaker stocks and some of the Gorillas; see below. I believe that Qualcomm would meet the six criteria. MF have just completed an analysis of their stocks and only have Amgen and Starbucks ??? as their true rule breakers. AOL has been classed as a rule maker along with Ebay. Although they have made $385k of the $544k profit from a $50k initial investment in 1994 from AOL and Amazon. All of the following qualities must be met for any company to qualify as a Rule Breaker: 1. The top dog and first-mover in an important, emerging industry. 2. Sustainable advantage gained through business momentum, patents, visionary leadership, and/or inept competition. 3. Excellent past share appreciation, measured by a relative strength of 90 or higher. 4. Good management and smart backing. 5. The greater the consumer brand, the better. 6. A significant constituent of the financial media is recently on record for calling it overvalued.

To: chaz who wrote (7035)	9/25/1999 12:18:00 PM
From: Bruce Brown	Respond to of 54805

Are not Q, GMST, RMBS better shots for the next 3 to 5? I'd be interested in the opinion of others. (He's the Marine guy, and they're working him to near exhaustion on F-18's... I would say that based on your son's age and the fact that the investments will be in his retirement account, taking an agressive profile is the route since the time factor is the largest part of the equation. You might be much better off investing with the agressive profile stocks of Q, GMST and RMBS. That's my own opinion and Cisco/MSFT are certainly great as we all know. These gorillas could easily be added as year 2000 IRA contributions to balance out the more agressive positions. Best of luck in helping your son make the decision. BB

To: chaz who wrote (7035)	9/25/1999 2:14:00 PM
From: pala	Read Replies (1) \| Respond to of 54805

Chaz I've got to second Bruces comments on Q GMST and RMBS I would also give ROTH IRA's a good look, the reward potential of these stocks are so great that I pay the tax up front on every dollar they allow. and put any pre-chasm plays in that account. Just imagine if I'de known you guys and bought Q for that ROTH, last spring, and could ride it TAX FREE for the rest of my life. The potential long term returns on even 2k are incredable. Also funds could be reallocated to other up and comers without taxation. Its a no brainer for me. Good Luck Doug