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

To: LindyBill who wrote (15185)	1/14/2000 8:20:00 PM
From: BMWIN	Read Replies (1) \| Respond to of 54805

I must say, if I thought that losing my virginity was going to be like this, I probably would have remained celibate. regards

To: LindyBill who wrote (15185)	1/14/2000 8:48:00 PM
From: Thomas Mercer-Hursh	Read Replies (1) \| Respond to of 54805

We have all pretty well settled on identifying and buying the Gorilla when it has entered the tornado. Having been both corrected and supported myself in my own characterization of when it was that one "should" invest if one is playing the gorilla game, I think it is safe to say that there is a diversity of opinion or styles, ranging from those who are inclined to buy a gorilla only once truly established, though those who attempt to climb on mid-tornado to those who attempt to pick the future winner at the beginning of the tornado (or buy the basket). The former minimize risk, get better than market returns, but miss out on the dramatic gains of the tornado, while the later get greater rewards with greater risk. Were one a purist, one might say that picking a single future winner at the beginning of the tornado was not really gorilla game, but at the least we are all looking at these companies from the same perspective.

To: LindyBill who wrote (15185)	1/14/2000 10:48:00 PM
From: Mike Buckley	Read Replies (2) \| Respond to of 54805

Bob, Occasionally I have to remind people that I hate generalizatios. So when Lindy sez "We have all pretty well settled on identifying and buying the Gorilla when it has entered the tornado," I would urge that you read the manual and the messages in this thread before coming to your own conclusions. You've already seen the post that shows the manual's recommendation of when to buy the stock of companies selling enabling products vs those selling applications products. I would be happy to buy stock of the right company selling applications products that are still in the bowling alley. --Mike Buckley