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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: rel4490 who wrote (7342)10/2/1999 11:45:00 AM
From: Mike Buckley  Read Replies (1) of 54805
 
Perhaps this means that it is prudent to modify GG investment theory by taking a more aggressive stock position when the market is waiting for a Defining Event( Q pre 4/1999; Gemstar pre settlement) and take no stock position when the market has already assumed the crossing before it has happened ( Rambus).

Hmmm. Even for this dyed-in-the-wool avoider of market timing, that strategy seems awfully appealing.

I think the reason it appeals to me is because "value" is at the root of the theory. It takes a path that hints of an undervalued or overvalued stock by pointing out the inefficiencies of the market.

--Mike Buckley
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