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


To: Uncle Frank who wrote (22706)4/14/2000 3:19:00 AM
From: Tim O.  Respond to of 54805
 
Hi,

I'm new to the G&K methodology, but also follow many of the tech leaders. If a G&K has an earnings disappointment (e.g. MSFT??), what does the G&K methodology say to do? I'm assuming that earnings consistency is a requisite characteristic of a G&K?

A historical example would be INTC or AMAT. They have disappointed a couple of times in the past. Some industries, like semi cap equip, are just cyclical by nature. Does G&K say to hold through the cycle lows?