Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (11462)	11/30/1999 6:22:00 AM
From: Seeker of Truth	Read Replies (2) of 54805

Mike, somewhere you've posted the remarks that: 1. It is no longer possible to say that certain gorillas are undervalued and 2: the manual gives no clue as to how to do a quantitative estimate of value. This worries me too. But if we are overcautious we lose wonderful opportunities. I see the justification for qualitative-only assessment so: if stock X really is a gorilla then the question may be, will the profits multiply by 10 or by 100 in the next five years? Maybe we can't decide and probably we'll be happy in either case despite the 10* difference. The lock on the market, the stickiness etc. then become the major issues, not the price. That said, there MUST BE some price over which it would be madness to buy. 300earnings or 30sales,using the trailing values? What do you think? If we had a pragmatic limit then we could neglect the quantitative stuff and concentrate on analyzing the competition etc.

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