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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: kumar who wrote (22828)4/16/2000 7:21:00 AM
From: shamsaee  Read Replies (1) of 54805
 
Just my own experience on valuations.I did extraordinary well last year linking my entry points to economic data and forecast.I read up quite a bit on economies of various regions and issues that effected the stock market and US dollar.I stopped reading this year and have done a dreadfull job of picking my entry points.IMHO the recent correction has a significant tie to the us economy slowing down and hence valuations are correcting.I believe slowing down the economy will slow down the earnings and growth rates of companies across the board and achieve what the federal reserve wants,which is more reasonable valuations and less wealth effect.
As far as ignoring valuations based on the fact that you are buying said company to keep for the next 5 to 10 years IMHO is extremely risky.Most long term investors buy companies with no specific time horizons in mind and keep their shares as long as the company executes and comes through with earnings be it 5,10 20 years.However there comes a time when fundamentals of the company change and one makes a decision to sell.As far as when that time arrives your guess is as good as mine,however you can significantly reduce you risk exposure by buying into the company at reasonable valuations.

Only MHO after the being grilled last week.
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