SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?


To: Uncle Frank who wrote (409)2/23/1999 7:03:00 PM
From: Teflon  Read Replies (1) | Respond to of 54805
 
Uncle Frank,

ASPT could never be considered a King in the Call Center industry when you consider what GE and other heavyweights are doing and plan on doing going forward.

Teflon



To: Uncle Frank who wrote (409)2/23/1999 7:26:00 PM
From: LindyBill  Respond to of 54805
 
Why, when we can meet all of our objectives by holding on to "sure things"? 125% a year is good enough for me

Me too, Frank, but 125% a year stock growth means that we would have to take over the world in a few years.

I don't have to invest in emerging Gorilla's or Princes right now, but I want to know who they are, so when we do face slower growth in Cisco, Microsoft, and AOL, for instance, we know where we are going to go.

I do not like the approach advocated in the book of buying a "basket" of princes or Gorillas.

I do like following them, and buying into them when the smoke clears.