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

To: sditto who wrote (31285)	9/9/2000 1:52:04 AM
From: Uncle Frank	Respond to of 54805

>> I believe they are all Gorilla candidates in the early stages and the final structure of the game cannot be determined until a Gorilla emerges (or not) from the tornado. That's precisely the premise I've been operating under since I rtfm'ed. Initially, Dancelot and I focussed exclusively on emerged Gorillas, and even leaned towards Silverbacks. In hindsight, that wasn't a bad approach. A low risk portolio consisting of equal dollar investments in csco, intc, msft, and orcl would have returned 160% since the thread began a little over 18 months ago. I agree that typing young candidates is difficult, but if we're convinced a sector is headed into a Tornado, investing in its leading players is a good idea, be they Primate or Royalty. The potential for returns doesn't differ much between Gorillas, Kings, Chimps or even Princes (such as Dell) while they are in the strong winds of a Tornado. The practical differences are a different degree of risk and the need to develop a different exit strategy for each category. jmho, uf