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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: richardmacintyre who wrote (23253)4/22/2000 5:37:00 AM
From: Larry Grzemkowski  Read Replies (3) of 54805
 
RE VALUATIONS

First of all IMHO valuations do count. What I like to use is YPEG. Here are my holdings and the YPEG as of 4/19 and 3/10 (about the market high).And when I say they do count you must realize the market has always been willing to pay more for the CSCOs of the world. Each individual must decide how much they are willing to pay so they can sleep at night. Two things make me sleep well AIM and GG.

STOCK 4/19 YPEG------3/10 YPEG

GMST 2.1-----------------4.96

QCOM 2.2-----------------2.72

CSCO 3.2-----------------3.38

SEBL 2.8------------------3.91

NTAP 3.8-----------------7.98

JDSU 3.3-----------------5.33

CTXS 1.1-----------------2.28

CREE 3.6-----------------5.81

WCOM 0.6-----------------0.66
(I treat wcom as cash)

I remember being quite concerned back in march about the evaluations of NTAP, JDSU, GMST and CREE. But I was not willing to sell them. All of these valuations are from YHOO data and are based on next years earnings and the 5 year forward estimate of earnings growth. What I have been thinking about is selling WCOM, CREE and CTXS and sticking those funds back in my gorillas. But the problem I have is that CREE is in a taxable account and right now they would be short term capital gain. Hope this is of some help. Just keep in mind that I am just a new KID (I wish) on the block and not a thread elder (even though I am an old fart).

Larry G
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