Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Pastimes : G&K Investing for Curmudgeons -- Ignore unavailable to you. Want to Upgrade?

To: Paul Reuben who wrote (1342)	3/28/2000 6:18:00 PM
From: DownSouth	Respond to of 22706

Paul, Jubak is into churning his portfolio and, though he refers to Moore, he still did not use the term "Gorilla" in the correct context. I would not put too much faith in this article, though Jubak does make some nice picks from time to time. IMO, he is justifying his contention that buying and selling is the way to make money, as opposed to LTB&H, which is an important part of Gorilla Gaming.

To: Paul Reuben who wrote (1342)	3/28/2000 6:19:00 PM
From: nosmo_king	Respond to of 22706

To borrow from from one of the curmudgeon seniors, Harumph! (DS, the check's in the mail) Jubak usually has an interesting column, even though I don't often agree with much of what he says... Yup, Cisco's a gorilla, but his definition of "gorilla": (it's obvious he hasn't read TRFM) Cisco Systems is the current gold standard among gorilla companies because its management has a long track record of being able to execute the moves needed to stay on top. And by "care and feeding" of a gorilla, he says: Any time a big winner starts to account for more than 20% of your portfolio, it's time to take some profits off the table Wonder if he'd have sold Cisco (or MSFT) early in their tornado? -cnk