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


To: Uncle Frank who wrote (21818)3/30/2000 6:51:00 PM
From: chaz  Read Replies (3) | Respond to of 54805
 
Frank, I've expressed the same idea via PM to several of us. HUNT is designed to uncover additions to the W&W list. I have to question the value of even thinking about INFS because it's just not, in my view, one of the high tech companies in computer/networking/telecom...and no matter how good the report, or the company, I don't see JRH putting it on his list. We're looking for profitable gorillas and kings in those areas, and they're few and far between.

There should be a distinction made between our personal watch lists, and HUNT reports, and if there's not, then HUNT may become just silly.

So, with the thread's invitation to disagree: I propose now that all HUNT candidates must:

1) Be Profitable
2) Be suitable for the W&W list

Chaz/Thucydidies