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

To: tjdillon who wrote (22440)	4/8/2000 2:54:00 PM
From: StockHawk	Respond to of 54805

>>A point I did not find covered in the RFM is whether it is advisable to take an initial position in an established gorilla (QCOM, ORCL, INTC, MSFT) well into their respective tornado or onto mainstreet vs taking position(s) in G&K candidates earlier in their evolution << Of course the answer may ultimately depend on one's risk tolerance, but I think most of us here would agree that a low risk/high return strategy would be to buy gorillas in their tornados. As had been said before on this thread, one of the biggest single mistakes investors make is looking at a gorilla such as QCOM and thinking - too bad I missed that one. The beauty of gorilla investing is that outsized returns are available for years. Just look at the returns offered by MSFT or CSCO for years after everyone "knew" about them. I know some people have grown impatient with QCOM this year, but no one ever said a gorilla stock would only go up, or that it would go straight up. Pullbacks, even those that last for more than a week, are inevitable. Nevertheless, I would think that anyone buying QCOM now will be pretty happy a few years down the road. You could perhaps do better by picking a company earlier in its development, but you also take on more risk. That is a question each of us must answer - sometimes on a weekly basis <g>. StockHawk