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


To: chaz who wrote (638)3/3/1999 1:27:00 PM
From: Uncle Frank  Read Replies (2) | Respond to of 54805
 
>> I'm currently doing some investigation of a category not mentioned thus far....contract manufacturing....

Great idea, chaz. I had the same thought a few days ago, and considered adding slr to the G&K Index. SLR's market cap is almost 10B, they kick their competitors butts, and contract manufacturing is an exploding sector. In the end, I was discouraged by the low margins associated with this enterprise. Please give it a fresh look and post your opinion.

Frank