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

To: kumar who wrote (47364)	10/2/2001 2:20:52 AM
From: RobertHChaney	Read Replies (4) \| Respond to of 54805

How do we know for sure that the GG is market agnostic? The original book was released in March of 98. So, it has only been tested under a 2 year mega-bull market and a 1 1/2 year (so far) bear market. Certainly, the technology/company movement through Chasm, Bowling Alley and Tornados was very active during the first 2 years. How about since then? Probably about zero certain Tornados. And, if the current bear market continues for a while, can we really expect many of the potential Tornados that have been discussed on this board, to actually happen? I basically struggle to see how many technologies/companies can experience hyper-active movement through the Chasm, Bowling Alley and Tornado phases during a serious bear market. Because an extended weak economy probably doesn't support sufficient IT spending to generate the necessary hyper-active movement, with rare exceptions. So, rather than a frustrating search for bull market Tornados now, why not simply pick well known, Main Street Gorillas and Kings with lots of cash, that are eventually offered up as a true bargains because of the bear market. Just looks to me to be a more practical way to go GGing for a while, IMHO. Robert