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


To: Bruce Brown who wrote (13656)1/1/2000 10:36:00 AM
From: R.V.M.  Read Replies (1) | Respond to of 54805
 
Shahram,

Welcome to the G & K thread. Don't think you can find a bunch of folks with more knowledge and integrity.

RVM

I spent grades 9-11 at Vienna's AIS; we will have to compare notes sometime.



To: Bruce Brown who wrote (13656)1/3/2000 4:07:00 AM
From: shamsaee  Respond to of 54805
 
Hi Bruce,

Thank you for the kind words as usual.I hope your family had a wonderful christmas and new year. The Wedding was wonderful and Oslo is a superb city.Since then we have been to London, and New York.Watched the Lion King and thoroughly enjoyed it.I also met with my sister best friend's husband in New York,who works for Goldman Sachs.It was really helpful to hear what a firm like that looks at when investing.He brought up biotech as a sector every investor should look at , they will be major winners for the next ten years just like CSCO and INTC,DELL where in the 90's.I started wondering to why they are no gorilla candidates from that sector.If you remember I had mentioned a company called CRA, which is in the process of decoding of chromosomes and patenting them.they will collect royalties from all the drug makers for using their research for the next generations of drugs.They have a large lead over all the other competitors and at the time where trading at USD70 per share(early december).I believe they are in the 180 range right now.
I did not want to post the question to the board,due to the fact that,I am still trying to digest the book which, I successfully read but will read again.
I am in florida right now and have left my PC in Dubai,So please reply to my mail box at SI.

I will be here for another 10 days of fishing and golfing and then back to Dubai.

Look forward to hearing from you,

Sincerely,

Shahram