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


To: edkaiser who wrote (10392)11/15/1999 12:20:00 AM
From: JRH  Read Replies (3) | Respond to of 54805
 
is that $10 bil annually, or cumulatively? It seems to me that many of the companies discussed here (including some gorillas) are short of $10 bil annually.

I believe that the poster meant to say minimum $10 billion market cap, not $10 billion in sales! Those that fail to be above that number fall into my Watch and Wait realm.

Enjoy the rest of TFM. I am planning on RTRM during my quarter break, although I have read the original once already....

Justin



To: edkaiser who wrote (10392)11/15/1999 12:25:00 AM
From: Uncle Frank  Respond to of 54805
 
>> It seems to me that many of the companies discussed here (including some gorillas) are short of $10 bil annually.

I think chaz was referring to market cap, DG; that's an arbitrary figure that we've used as a screen for candidates to the G&K Index, be they Gorilla, King or Prince with Attitude. The primary focus of the thread has been to find stocks with Gorilla potential who have crossed the chasm and are either in a Tornado or close to it. Smaller companies are usually nominated to the Watch and Wait portfolio, and we periodically review these to see if any are ready for the GKI. Gemstar is an example of a company many of us see as an emerging Gorilla that is still in the W&W. Small caps are hard to categorize, and we usually refer to these as Story Stocks or Shiny Pebbles. They are not addressed in this folder due to the high risk associated in investing large sums of money in them.

Hope this helps,
uf