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

To: freeus who wrote (39958)	3/4/2001 8:36:55 AM
From: the hube	Read Replies (1) \| Respond to of 54805

Try REITS if you like cash flow.

To: freeus who wrote (39958)	3/4/2001 2:30:03 PM
From: Mark L.	Read Replies (1) \| Respond to of 54805

Anything doing well besides tobacco? Retail

To: freeus who wrote (39958)	3/4/2001 2:37:03 PM
From: Larry S.	Read Replies (3) \| Respond to of 54805

Just as their are giants (gorillas) and trends in techland, there are strong companies and trends in the 30 sectors others than technology. Granted, it is difficult for companies to establish Gorilla like dominance in other than tech sectors. It is getting increasingly likely that the NAS in particular, and many of the great tech companies will have difficulty regaining the lustre they had in the past few years. We are also seeing money flowing out of the tech arena. Mutual fund cash flows are not going into tech and growth, but into bond funds, high yield bond funds in particular, utilities, small cal value. equity income, etc - sectors that have been doing well and have more rosy short term prognosis. Granted again, that the returns in these sectors pale in comparision to the returns in techs over the past 3-5 years. We will not know for 6 month or 2 years whether this is a bottom or the middle of a much more serious downturn. The damage being done to people's psyche, as well as their retirement plans, college funds, general wealth is not to be taken lightly. As for other sectors or companies that are of interest - I would look at the strong trend of financials and banks - two that i particularly like are STT - State Street Corp, and C - Citigroup. STT is the custodian and trustee of most of the mutual funds in this country, and an increasing presence overseas. Every account, every statement they generate, they get a piece of the action, independent of the performance of the fund. They have invested hugely in the technology to provide cutting edge perforance in the world of managment of financial assets. Citigroup is one of the biggest bank-insurance-financial services firm that has been assemble under the guise of Sandy Weil, one of the great ones in the industry. here are 5 year charts of these two: quote.yahoo.com Another strong sector is the electrical generation and distribution companies: ENE (Enron), CPN - (Calpine) REI (Reliant Energy), SO (Southern Co), which will be spinning off its generating company MIR (mirant), and FWC - one of the world biggest builders of electrical generating units and co-generation units, which has almost tripled in the past few months. California is usually the harbinger of things in this country. The current electrical crisis there (anyone say cold tubs?) is a harbinger of problems that will shortly be occuring throughout the US. Doesn't it make sense to invest in the companies that control the generating capacity and the building of more units?http://quote.yahoo.com/q?s=ene+cpn+rei+so+mir+fwc&d=5y High Yield Bonds, best played thru mutual funds, are in interesting play right now. If we get any strength back in the economy, these bonds could easily return 20-40% annualized return for the next 12 months. I like the HMO stocks, UHS, OXHP, UNH in particular. two year charts look good, 5 years are dismal. the economics of the industry has changed dramatically. I know this is getting far afield from the GG philosophy. The Gorillas that are discussed here are certainly great companies. But the future pain may be greater than all but the most dedicated will be able to bear. in the interim, assets can be preserved and even increased. a 10% increase is a hell of a lot better than a 30% decrease. larry