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

To: ratan lal who wrote (30687)	8/29/2000 1:43:42 PM
From: the dodger	Respond to of 54805

"Love your analysis." Thanks...I needed that.(g) "But in these highly valued companies even the G/K stocks are not safe." Safe - no. But safer -- absolutely. Go back and review the performance of the thread's two G/K portfolios. On a dollar-weighted basis, the combined G/K portfolios are up about 58% YTD. "Witness the beating QCOM has taken." Suggestion -- try a bigger basket. If you add in the performance of a BRCM, NTAP & INTC, then the QCOM correction would be easier to tolerate. ""Lost a lot less in other non G/K stocks." If you can't afford to buy them all -- and few can -- then entertain the thought of confining your investment selections to the 25 stocks in those portfolios. Simple mathematics suggest you will improve your performance dramatically. 19 up -- 6 down. Compare that to market-breadth on the general market YTD -- which I believe is still negative.. td

To: ratan lal who wrote (30687)	8/29/2000 2:21:43 PM
From: areokat	Respond to of 54805

>>But in these highly valued companies even the G/K stocks are not safe. Witness the beating QCOM has taken. Lost a lot less in other non G/K stocks.<< How about your other gorillas? My intc,csco, etc. plus some wanabees have cushioned the qcom short term losses. In a general market down turn most stocks will suffer but when the turn comes some of the gorillas will start up before others. If one could only look at stock prices once every three months we probably wouldn't talk near as much about how bad our stocks were performing. Kat

To: ratan lal who wrote (30687)	8/29/2000 2:23:22 PM
From: Thomas Mercer-Hursh	Read Replies (2) \| Respond to of 54805

Witness the beating QCOM has taken. Lost a lot less in other non G/K stocks. In the short term! You can't apply the Gorilla Game approach and think that every gorilla will demonstrate strong growth over every interval, when that interval is merely some fraction of a year. Take a portfolio of gorillas, not one, and compare that over a period of multiple years, not a few months, and see how the comparison comes out. Happily, with the portfolio of gorillas, it tends to look pretty good over even relatively short periods of time -- witness the portfolio in the thread header -- but this is really just a side benefit that helps cheer our hearts on a day to day basis, not the core of the Game.

To: ratan lal who wrote (30687)	8/29/2000 3:34:31 PM
From: DownSouth	Respond to of 54805

ratan, Apr-June losses in QCOM are still short term moves, especially if you got Apr-June '99. Just cause it feels like its been down a long time doesn't mean it has been. Hold on for 18 months, then, in retrospect you will see, imo.