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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Apollo who wrote (24368)5/9/2000 7:58:00 AM
From: djweiland  Read Replies (1) of 54805
 
"catch a falling knife" a common excuse not to buy when one neglects true valuation metrics. those valuations exist even in gg. if you can make an educated guess as to the bottom, stepping up to the plate becomes statistically a better bet. given the number of smart people on this thread i'm surprised there hasn't been a concerted effort to define these metrics in gg. 15 months ago valuation metrics led me to qcom among others. look to psr, cash and cash equivlents, peg and historical relatives by industry. look to revenue trends and the management team. forget momo and short term earning trends. djw
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