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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Bruce Brown who wrote (25751)6/3/2000 11:47:00 AM
From: Seeker of Truth   of 54805
 
Thanks, Bruce, for a good reference. There was a certain amount of interesting and unplanned agreement between Mike's comments and Tom Gardner's comments in the Motley Fool. It's true that Gardner never addressed the issue of valuation. But both Buckley and Gardner think that the biggest mistake is to sell the good ones. Drops are short term; rises are long term. The profit from a long term hold of a gorilla is so great that if we try to make still more by selling when it is "too high", we can expect to make less. That's basically their ideas, if I may paraphrase them. Until and unless I learn better, that will be my practice and naturally I recommend it to all. Admittedly it was easy to say "don't sell" last week and the week before when prices were so low. More discipline is required when the stocks go to new highs.
The problem of valuation may never be solved. There may be too many factors, including factors affecting demand for the stocks that have nothing to do with the companies' profits.
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