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

To: vc21 who wrote (42780)	5/18/2001 3:24:56 AM
From: Seeker of Truth	Respond to of 54805

My suggestion is that you not expect suggestions for stock picks from this thread. The purpose of this thread is to discuss which stocks fit the definition of a gorilla. Some of us want to buy possibly future gorillas; others only want to buy proven gorillas. Others also like dominant companies which still have competition, called kings. In any case if you insist on a thorough understanding before you buy then you will benefit much more than if you simply ask people for their picks. If you don't know the reasons why a stock is good then you will likely panic and dump it, sooner or later. I think you will find the discussions interesting and why not read the Gorilla Game book and contribute to the discussions? In a word, welcome!

To: vc21 who wrote (42780)	5/18/2001 3:51:17 AM
From: Dinesh	Respond to of 54805

vc21, I am sure you'll get many suggestions, and also that after five years you might wish you had [not] listened to some... BUT, I have a question. Why do you need one more stock in your portfolio ? To be more specific, what do you perceive to be lacking in your portfolio that makes you want to add one more name ? What are the different dimensions that you consider ? How did you narrow it down to MSFT/AOL/EBAY -- was it merely a desire to add another great stock or was it more like balancing out some other risk ? I realize that's a lot of questions you weren't looking for. But then you run an interesting portfolio. Thanks & Regards -Dinesh