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

To: JHP who wrote (44565)	7/16/2001 8:23:20 PM
From: Seeker of Truth	Read Replies (2) \| Respond to of 54805

I sat out Sunday afternoon with my wife in our gorgeous big garden full of roses in various states of bloom, wistaria, lilies you name it. Four minutes walk away is a subway station. So how was I on my miserable salary able to get such a place? It started with Xerox, Polaroid and IBM, particularly the latter. They were the gorillas of duplication, instant photoraphy and main frames. Much later Microsoft, the gorilla of PC basic software. What a run! I bought all of these before the term gorilla had been applied to stocks. You simply can't convince me that the gorilla "theory" is due for the junk heap. It's simply a matter of valuation. Gorillas can get overvalued; we have to pay careful attention to that. End of sermon/rebuttal.

To: JHP who wrote (44565)	7/17/2001 12:13:46 AM
From: Uncle Frank	Read Replies (2) \| Respond to of 54805

>> the con is it mo mo momentum and when the fad ends.. like a ponzi scheme all the conned people still holding the stock. John, these are humbling times for investors/traders of all persuasions, and it's easy to understand why you and many others have lost confidence in long term strategies. My POV is that most of the wealth gained through participation in equities is the result of buying and holding outstanding companies, but that's jmho. This thread is about identifying and qualifying excellent companies. Period. uf btw, there are huge differences between Gorilla Gaming and Momentum Investing, but you'd have to rtfm to appreciate them. Maybe KT will loan you his copy.