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

To: Stock Farmer who wrote (47961)	10/16/2001 2:14:29 AM
From: techreports	Respond to of 54805

If you have no doors on your car I might comment that it is unsafe. Let's say you look around and see everyone else driving without doors. That observation doesn't make your car any less unsafe. It just means that we might expect the fatality rate from car accidents to go up. good example.. Here's some good quotes.. "People tend to want to follow the beaten path. The difficulty is that the beaten path doesn't seem to be leading anywhere." - Charles Mathias Jr. "Just because the fundamentals of a situation are ignored doesn't mean that they cease to exist." - Aldous Huxley

To: Stock Farmer who wrote (47961)	10/16/2001 9:09:30 AM
From: gdichaz	Respond to of 54805

John: GE is a very interesting case. Using most conservative valuation methods, GE has never been a buy. Yet slowly it goes on and on and on and the basic components of its businesses shift and strengthen. Who would have thought a decade or more ago that GE would take its financing of its own products into the financing of a broader and broader range of products, and then to services and then to become what it is now a de facto unregulated bank. And that is only part of its business. All I am suggesting is that fundamentals are called that for a reason and investors need to consider them in any buy decision - and in hold or sell decisions. Yes, there is a role for examination of a company's metrics, but I would suggest that is secondary. Also it is important to consider the overall economy, the market, the industry (technology) and the competition. But the basic choice in gorilla game terms and its strength IMO is its focus on individual companies and their specific "lock" - its extent and its staying power. But wild cards are very much a part of the investing "game". That is why a multiple of "investments" make sense. This forum is particularly interesting and useful just because there is a continued interest in pushing the knowledge envelope re: Gorillas and Kings. G&K may not be sufficient, but I suggest that when found they are good holdings. (As GE has been in its own way, outside the GG.) Best. Cha2