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

To: Thomas Mercer-Hursh who wrote (51872)	7/4/2002 10:22:45 PM
From: chaz	Read Replies (1) \| Respond to of 54805

Thomas... No I don't suggest we abandon GG. Far, far from it. What I do suggest is that there are some things we can be looking at that GM didn't touch upon but which are instructive in themselves. It may not be the best parallel, but instrument pilots work aroundd a set of personal minimums when approaching a landing at a weather obstructed airport. Some won't fly the approach below pattern altitude (800') while others will take it down to 200'. Each has his own safety margin rule. We've been encouraged to learn more and more about fundamentals, and I felt this particular article contributed to that. We all set our own criteria, but I suspect many, or some, of us don't have any at all. For a long time, I didn't. But knowing just a bit about the impact of options is not the same as learning a bit of how to evaluate a company's option policy and how it compares to others that interest me. It's another fundamental metric...and the article seemed to have many good ones. BTW, orthogonal really slowed me down. I had to go look up the definition! Learn somethin' new...every damn day! Don't know whether to say thanks, or lite you up on the mudge thread. Maybe next time you won't get off so easy. Chaz

To: Thomas Mercer-Hursh who wrote (51872)	7/9/2002 4:40:23 PM
From: hueyone	Read Replies (2) \| Respond to of 54805

Unless, of course, you are indirectly suggesting that I should forget all about the Gorilla Game until some other time and use different criteria in the present? In the introduction to the Gorilla Game the question is posed "How can I leverage the upside opportunity in high tech and still protect my family's nest egg"? As it turns out, the manual never answered that question, and some folks, mistakenly believing they were acting in a conservative manner by investing in Gorillas, lost their nest eggs. With that in mind, perhaps it would behoove us to be a little more open minded to folks who are interested in introducing other criteria (such as valuation) for discussion around here on top of the manual's Gorilla criteria. On the other hand, if we are going to limit the discussion to Gorilla criteria, let's be clear that the thread is about identifying good companies, but not about identifying good investments. Personally I am still interested in answering the question posed by the authors, so I hope some part time discussion of non gorilla criteria is welcomed. Imo, Huey