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

To: LindyBill who wrote (15995)	1/22/2000 10:04:00 PM
From: RocketMan	Respond to of 54805

Bill, I don't know how much of Harry Dent's Roaring 2000's philosophy has been discussed on this thread, but it seems to be a natural complement to G&K investing. I am just now reading his Roaring 2000's Investor. He discusses the large scale cycles in economic development, and the correlation between population cycles and the stock market. He has four current cycles: innovation in the 60's and early 70's, growth boom now through 2008, shakeout through 2020, and maturity boom through 2048. The cycle that we are in favors large growth stocks, particularly in technology, financial, multinational, and health care. He predicts this cycle will take the dow to around 40,000 by 2008 (although with corrections), at which time we would go into a shakeout due to demographics. Even though predictions of such large cycles is subject to a lot of error, the guy has been pretty accurate, such as predicting the 1998 correction. I realize this is much broader than the topic of G&K candidates, but it is reassuring to those of us who want to invest in these stocks and take a ltb&h philosophy. Sorry if this has been discussed previously.

To: LindyBill who wrote (15995)	1/22/2000 10:49:00 PM
From: unclewest	Read Replies (1) \| Respond to of 54805

There is one major unknown in the universe that has not been solved. The person who makes that discovery will be the most important person of the 21st century, and will cause a revolution beyond any we have yet seen. What is that discovery, and how will it be made? as a youngster in the 1940's and early 50's...i often left the ranch and stayed with my grandma in tuttle, oklahoma. outdoor plumbing, well, garden, chickens, et al, were norm for her...i remember when she got electricity and a refrigerator and tv...she loved the arthur godfrey show. prior to that she kept perishables at a rented freezer in town. sometime after that, one of my uncles put a pump on the well and piped water to the kitchen. the outhouse remained. one day one of my aunts asked her which of life's conveniences she liked best (thinking it was the tv)...her response "running water in the house". i like to remember that....people buy what makes their life easy or saves them money (is that the same thing?). that works in business and at home. nice to have stuff is the first thing americans quit buying in a sour economy. but things that make life easy are always welcome. if your invention makes life easier i'll get right to work on it.