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

To: DaYooper who wrote (8)	10/24/2003 5:51:46 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 2955

Rory, Good to see you! Whenever (if) you're up to explaining your disagreement with my belief that most investors shouldn't own common stocks, feel free to bring it up. It should be a fun discussion. --Mike Buckley

To: DaYooper who wrote (8)	11/3/2003 3:11:07 PM
From: Uncle Frank	Respond to of 2955

Some pearls that Rory left on another forum: Regarding intel, csco, and qcom. Correct that the market undervalues (IMO) the long term growth of these companies, as well as others with a sustainable competitive advantage. Actually that is a basic thesis of gorilla investing. Growth of technology companies can be surprising and growth of technology companies with a sustainable competitive advantage can be astonishing. The furthest the "stock market" looks ahead is maybe the next fiscal year. As a gorilla investor I'm looking further out than that. uf