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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: daffydog who wrote (12738)12/13/1999 10:39:00 PM
From: Mike Buckley  Read Replies (4) of 54805
 
Mark,

There is no time in the history of the greatest gorillas where anyone in his or her right mind said, "Gee, this is a really cheap stock."

I'll take that as a compliment. When the PEG on Qualcomm was 1.0 at the time of the Ericsson capitulation, I called the stock undervalued. Hey, I don't have a lot of really great calls so I have to celebrate the few (the one?) that do come from my keyboard.

--Mike Buckley
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