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Strategies & Market Trends : Options
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To: edamo who wrote (7884)6/1/2000 12:05:00 PM
From: Dr. Id  Read Replies (2) of 8096
 
this whole g+k philosophy is interesting...i wish i had the brilliant idea that the author had of "predicting the past"
and selling the concept to those who never peered into the "rear view" mirror....guess the game works....but it doesn't
preclude timing and entry. ltb+h, as mastered by buffett would not work with the high pe stocks....takes many years
to recover massive losses....

Ed,
I agree that timing and entry are still important when buying G and K stocks. I disagree that ltb and h as mastered by Buffett wouldn't work with the high pe stocks...I think it greatly depends on the stock. The point of the Gorilla Game is that you are chosing high PE stocks that also have a certain lock on their particular market that allows them to recover more quickly in a down market. Cisco and Microsoft are good examples of high PE stocks that are great buy and hold vehicles, as long as their fundamental picture does not change (that's the question with Microsoft at the moment...). Holding CSCO for the last ten years would have greatly exceeded any option or trading strategy (given the uncertainties of timing the market).

When it comes to non-Gorilla or King high PE stocks, I completely agree that ltb&h is not a good strategy.

Dr. Id
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