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

To: Mike Buckley who wrote (20209)	3/15/2000 4:44:00 AM
From: JRH	Respond to of 54805

Sir, You are 100% correct. JRH's pal.

To: Mike Buckley who wrote (20209)	3/15/2000 11:57:00 AM
From: areokat	Respond to of 54805

I think that what is going on with KO is they are still in the process of finding a successor for their CEO (I couldn't begin to spell his name).The one that just retired early was probably just an interim ceo.This happens pretty often. As for Buffet, I'd like to have his 30 year record. Brk.b is my non-Gorilla holding LTB&H type. I have been lurking since October. Didn't have time to contribute because we were building a house. Thanks to everyone for the valuable info. I have read TFM,TRFM, plus Chasm & Tornado( I do a lot of reading).I have benefited from uf,ds,uw, tb and all of the elders.Of course mike has educated me greatly.You folks are the only reason SI got my money since areokitty and I have the millionaire next door mindset.

To: Mike Buckley who wrote (20209)	3/15/2000 2:58:00 PM
From: DownSouth	Read Replies (1) \| Respond to of 54805

You certainly have a good point wrt KO and our favorite stocks. I also believe that KO is a victim of: 1) Lack of effective leadership by the CEO creating a crisis on the board of directors. 2) Undue influence by Buffet in an attempt to fill the leadership vacuum. (Buffet is not a marketing genius, imo.) 3) Seriously eroded relationships internationally as a result of the European scare and KO's poor handling of the situation. 4) Erosion of stockholder confidence due to all of the factors above. Institutional investors have moved large shares of money into technology and other sectors. Retail investors have done likewise. 5) Increased pricing pressures from private store-brand soft drinks. 6) Lack of any effective marketing campaign since the crisis began. So, KO's problems are not like our Gorilla/King stock value problems at all.