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

To: gdichaz who wrote (22156)4/3/2000 3:38:00 PM
From: Mike 2.0  Read Replies (1) | Respond to of 54805
 
cha2, I don't recall reading the phrase "sure thing" anytime recently on this thread, if at all...that kind of talk sounds like bookie-speak, not investing...I certainly agree, if anyone is lurking looking for a "sure thing" or a "hot tip" on this thread they will be disappointed. I can say with certainty if I bought EXDS on a "sure thing-hot tip" I'd have been scared out of the stock today. Instead I will probably add some before the close, but keep some powder dry for tomorrow .

Also FWIW, I am amazed by EMC's resiliency today, even mustering a green +1 and change for awhile there...



To: gdichaz who wrote (22156)4/3/2000 5:19:00 PM
From: John Stichnoth  Respond to of 54805
 
How about:

"A handful of companies . . . enjoy an extraordinary type of competitive advantage, one which makes their future success far more probable than that of any other type of company. These are the companies we call gorillas."

from the Introduction.

[Note: Any prolonged shakeout in the sector will only serve to strengthen the strongest.]

Best,
John


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