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

To: Apollo who wrote (36471)	12/12/2000 12:38:13 PM
From: Judith Williams	Respond to of 54805

Apollo-- Again, many, many thanks. And kudos for the quick tabulation. It's certainly provocative--a G&K variation on IBD's "where the big money is flowing." <<vbg>> --Judith

To: Apollo who wrote (36471)	12/12/2000 12:45:16 PM
From: Uncle Frank	Read Replies (3) \| Respond to of 54805

Great job, Sir Apollo. Now I can begin the process of constructing the 2001 Gorilla and King Index. This year as last, I suggest we employ an approach to constructing the GKI that reflects the actual portfolios of respondents to your survey, and offer the following construction methodology for discussion: 1. Only consensus Gorillas and Kings will be included. 2. The market cap criterion of $10B will be retained. Those will smaller caps should be considered as candidates for the Watch & Wait Portfolio. 3. Only companies that are widely held (>10%) by the Gorilla Hunters will be considered for the GKI. Others will be eligible for the Watch & Wait Portfolio. 4. Each component will be equally weighted, based on a hypothetical purchase of $10,000. We will use the closing price on the last trading day of the year, 12/29/00, to determine our cost bases. Btw, Stan, would you please expand the Most Widely Held list to include all stocks that are owned by 10% or more of the hunters? uf

To: Apollo who wrote (36471)	1/10/2001 1:23:38 AM
From: Uncle Frank	Read Replies (7) \| Respond to of 54805

2001 Gorilla and King Index It's time for debate. The rules for consideration as a GKI component are >$10B market cap, >10% ownership, and claim to Gorilla or King status. I've taken information from Apollo's Portfolio Parade, and put in my best guesses. If you disagree with this first cut, let's hear from you before the end of the week. I'll observe, look for consensus, and link the 2001 GKI to the thread header this weekend. Ownership Mkt. Cap Type GKI QCOM 90% 55 G Y NTAP 73% 16 K? Y GMST 63% 18 G Y JDSU 60% 42 K Y SEBL 48% 27 G Y CSCO 46% 267 G Y CREE 44% 2 SP N EMC 36% 140 K Y SNDK 28% 2 SP N INTC 25% 217 G? Y WIND 25% 3 SP N RMBS 21% 4 G N SUNW 16% 95 K Y ORCL 15% 177 G Y SDLI 13% 14 P N ITWO 13% 17 G Y ELON 12% 1 SP N MSFT 11% 276 G Y JNPR 10% 37 P N BRCM 10% 23 P N BRCD 10% 18 K Y uf