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

To: Earlie who wrote (44489)7/15/2001 11:29:36 PM
From: Uncle Frank  Respond to of 54805
 
I admire the way you argued your position, Earlie, and am in agreement with many of the issues you reference... though not all <lol>. But your reference for citing higher p/e's is too broad to substantiate your comment to darby that his specific holdings suffered from that unfortunate condition. Most of us G&Kers have portfolios that are concentrated in in a very narrow set of Gorilla and King stocks, all of which are (or have been very profitable, fast growing enterprises with sustainable competitive advantages. I was hoping you'd address the specific stocks that are of interest to this forum.

Nothing a little digging won't fix <gg>.

uf



To: Earlie who wrote (44489)7/15/2001 11:34:56 PM
From: tom rusnak  Read Replies (1) | Respond to of 54805
 
G'day my northern hemisphere friend,

And how frustrating is it when all your research is correct, fundamentals keep collapsing, DRAM prices are falling into the proverbial, they miss estimates big, take the huge write downs as you predicted......

and then Micron's stock price goes up.

As always "All the best",

tom


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