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 (24676)	5/13/2000 6:26:00 PM
From: Uncle Frank	Read Replies (2) of 54805

>> I knew my concerns about valuation were not a popular topic for a presentation in San Diego in March. Mike, the video confirms that your presentation was received with great interest. The level of respect you deservedly command from your threadmates is such that you could have talked about codpieces and merkins and the gang would have been just as attentive. Maybe more so. >> I chose the topic because I believed the run-up in the Naz had been excessive even for the Gorillas. Glad to know Geoff agreed (agrees) with me. I've noticed that Geoff is very precise in his statements. I think the following indicates he feels the Gorillas are currently undervalued. "<once> the market starts to come back, the relative valuation lens will have been "cleared," and my expectation is we will back to using P/E stocks as a benchmark, and the old dynamics will apply. In the meantime, this would be a terrible time to sell a gorilla." uf

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