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 (22293)	4/5/2000 9:05:00 AM
From: slacker711	Read Replies (1) of 54805

The one reaction to the manual I've never bought is the idea that since Gorillas have always been undervalued by the market, they'll never get overvalued. The extension of that thought is that any time is a good time to buy a Gorilla. FWIW....this has always been the part of the book that I have been most uncomfortable with. If you make the argument that Cisco is fairly valued right now and it doubles in the next month, is it still fairly valued? Yes, this may occurr because of news on Cisco, but it is just as likely to occurr because of some sort of flight to quality by momentum investors. This would have nothing to do with Cisco's fundamentals..... I kind of like your approach Mike.....PEG's above 3.0 start to make me nervous. I probably won't sell, but I am very unlikely to buy. Slacker

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