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


To: Stock Farmer who wrote (53679)3/18/2003 4:38:47 PM
From: Jurgis Bekepuris  Read Replies (2) | Respond to of 54805
 
John,

>But then, if it's about investment, then whether a company
>is a gorilla or a gorwilla or a reindeer is, um, tangential.

No, it isn't. And I believe you understand this though you are pretending not to. G&Ks do have characteristics that make them different from investment point of view from International Paper and Barrick Gold.

It's fine to invest in International Paper and Barrick Gold, but as Eric already told you, these are not the companies discussed here. If you want to discuss them, you can go to the respective threads or start your own.

I think it is good manners to stay on topic. I don't go to municipal bonds thread and start espousing that "everyone should buy this Toronto micro cap FOO.T". I don't talk about my value picks on G&K thread. So how about you keeping focus too?

Jurgis - so do you think that G&Ks are still overvalued? I do.