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

To: Larry S. who wrote (39975)	3/4/2001 3:06:16 PM
From: Seeker of Truth	Read Replies (1) \| Respond to of 54805

Though I won't take your advice, which is to dump gorillas and buy some other things that you kindly mention. I won't oppose your opinions. Just two small quibbles. 1. Money can't flow out of an area since for every seller there is a buyer. When a sector collapses all the holders lose, because the stocks go down, not because of some net outflow of money. 2. If we see "a much more serious downturn" the high yield bonds won't have such good results because some of the bond payers will default. if the downturn is quite short turn then IMHO the rebound in the gorillas will quite exceed the nice return on high yield bonds, electric generation stocks etc. Maybe I'm just jealous; I've never had much luck with rosy short term prognosis stocks. It usually turned out that I paid too much for the prognosis, the stock price already included that. Good luck with your strategy.

To: Larry S. who wrote (39975)	3/4/2001 10:48:29 PM
From: Mike Buckley	Respond to of 54805

it is difficult for companies to establish Gorilla like dominance in other than tech sectors. Actually, it's impossible, not just difficult. --Mike Buckley

To: Larry S. who wrote (39975)	3/7/2001 3:12:31 PM
From: freeus	Read Replies (2) \| Respond to of 54805

Thank you for a wonderful, comprehensive and informative post. I have put some money into Fidelity Capital and Income Fund which has various bonds, some high yield. And I have bought MO, RJR and a few utility companies, for the dividend and for the increase in value. The pain from the loss in wealth is, indeed, intense. The pain from the greed that caused many of us not to sell and keep the most money we ever had in our lives (and enough forever) is even greater. That alone will damage the market when/while it attempts to go higher. However. Growth and high earnings, wherever they come, will cause higher stock prices. I hope I find one or two of the future growth engine stocks that can give me at least partly the wonderful return I could have had from Qcom had I cashed it in. I'd love to know the future dominant in alternative energy and/or genome science. any way to discover this? Freeus