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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Mike Buckley who wrote (25227)5/24/2000 12:34:00 PM
From: StockHawk  Read Replies (3) of 54805
 
>>Of the people who were decided about Gemstar's status in the first survey and changed their opinion in the second survey, all of them changed from thinking Gemstar is a Gorilla to thinking it is not. Of the people who voted in both surveys, almost half (44%) of them voted differently in the second survey, implying for me a willingness to be open minded to change and/or to take the survey very seriously.<<

Or, to play devil's advocate, perhaps people are unduly influenced by stock price performance. At the first survey GMST was moving up, recently it is falling hard. Stock performance is not a very good gorilla game metric. We expect that if a company has gorilla qualities that its stock price will rise, but a rising price does not prove gorilladom. However, a rising price can color one's thinking just as a falling price can cloud it.

I'm not saying that price alone caused anyone to change their opinion, just that in a rising price environment we may be more likely to agree with positive arguments while in a falling price environment we might be more susceptible to negative inferences about a company's prospects.

I may be completely wrong here, but it is something to think about.

StockHawk
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