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

To: substancep who wrote (20331)	3/16/2000 1:38:00 PM
From: Uncle Frank	Read Replies (2) \| Respond to of 54805

>> We are new to the GG. I'm hoping you are representing a group or multiple personalities; otherwise presenting your inquiry in the third person is pretty pretentious. It's impossible to offer you any meaningful advice without knowing more about you. If you fill in your profile it would make counseling you a possibility. >> EVERY G&K company on this board's lists except MSFT and INTC have P/E ratios greater than or equal to 100. From page 18 of the fm: On the surface, value investors are almost the opposite of gorilla game investors, and typically the portfolios of the two groups will have no stocks in common. This is because gorilla-candidate stocks are virtually never undervalued in the sense that a value investor means. Microsoft is a good example. There has never been a time in its history when it met the profile of a value investor's target. I think you need to decide if you want to be a value investor or a Gorilla gamer. If it's the latter, stop reading articles about investing techniques and start searching for great investments. >> Imagine that you wanted to begin growing your nest egg through high-tech investments but had no previous holdings in these companies. How would you begin and how would you really feel about that new beginning? FWIW, I positioned my son in a portfolio of Gorillas and Gorilla candidates with "very high P/Es" this quarter for his first Roth IRA investment. Since I have a vested interest in seeing him gain financial independence, that speaks volumes about my confidence in the GG approach. uf

To: substancep who wrote (20331)	3/16/2000 2:46:00 PM
From: hueyone	Respond to of 54805

re: "EVERY G&K company on this board's lists except MSFT and INTC have P/E ratios greater than or equal to 100." WIND, on the G&K WW list, does not have a PE higher than 100 and according to some knowledgeable WIND followers like Huber, has just now entered the tornado. Do your own DD. Best of luck. Regards, Huey

To: substancep who wrote (20331)	3/16/2000 7:00:00 PM
From: DownSouth	Respond to of 54805

I just read UF's response to your post and find it to be very appropriate. Let me reiterate one point. If you study TRFM you will see that measures of valuation are pretty meaningless to a ggamer. What are important are progress along the product adoption cycle, barriers to entry, value chains, and growth. Add to that good leadership that understands and executes around these important concepts. So filtering through PE ratios for potential G/K investments is pretty much a waste of time. Filtering by such quantitative techniques will filter out the very g's and k's (and candidates) for which you are searching.

To: substancep who wrote (20331)	3/16/2000 10:09:00 PM
From: tekboy	Respond to of 54805

<<Imagine that you wanted to begin growing your nest egg through high-tech investments but had no previous holdings in these companies. How would you begin and how would you really feel about that new beginning? Would you actually wait for the tornado/bowling alley or would you adopt a more speculative approach thereby increasing your risk? Would you feel confident that your initial investments with P/E ratio's >100 were relatively secure? Would you feel that your expectations of large returns from these companies were reasonable?>> Two factors you didn't mention were time horizon and tolerance for risk. Assuming at least a couple of years, and a relatively low tolerance for risk, I'd suggest that you consider building the core of your portfolio with young gorillas, particularly QCOM (wireless), GMST (epg's/ebooks), and SEBL (B2B/crm). Then I might add some smaller positions in a few select other companies that have room to grow and are located in key sectors, such as NTAP (storage), CTXS (B2B/asp), and ITWO (B2B/scm). I might top it off with a good fiber investment--something like JDSU but smaller and less pricey (ask Cha2). just my 2 cents, do your own DD, tekboy/Ares@gorillas+patience=:0).com