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

To: gdichaz who wrote (32119)	9/22/2000 5:33:52 PM
From: saukriver	Respond to of 54805

. . . government taxation probably reinforces Gorilla Game principles. Careful choice up front and "Buy and hold" is very rational in that situation. And sales take place only when a compelling alternative presents itself. Understand what you are doing fits your current situation and respect that. Even so, I would suggest that Qualcomm is a company which is like a coiled spring. When the power of that spring is released will be difficult to predict in advance. Great post. It summarizes what I have been thinking all year: 1. On outside investments, shot selection is terribly important because I intend to hold outside (an IRA)investments a long, long time. 2. Selling MSFT outside and buying QCOM makes sense because it is a compelling enough choice worth the taxation on appreciated in MSFT. 3. It is easier to hold kings inside (an IRA) and gorillas outside. Your post summarized a lot for me.