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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (24156)	5/4/2000 8:36:00 AM
From: chaz	Read Replies (1) of 54805

Merlin, I wondered about that too. Many years ago, I got snookered into ordering a plate of "prairie oysters" by some of the smoothest talking Texans I ever met. Got the video...in fact, I got three copies of the video, (so I guess I have two for sale) and I'm very glad to see that your entire commentary on valuation is included. It has raised a question, the answer to which may depend upon taxes, so no one answer will apply to everyone. You observed that on some days, gorilla A may be a better value than Gorilla B. Considering what we're going through in the market now; inflation news finding it's way into the daily press more frequently, instead of playing softball with us, the Fed is likely to start playing hardball, Treasury buy-backs driving the long bond up, are we not reaching a point where cash is a better value than any of them? Your thoughts on this will interest many of us I am sure. Chaz

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