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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who started this subject9/30/2000 12:00:15 AM
From: Mike Buckley  Read Replies (4) of 54805
 
I haven't looked under the hood (as Bruce would say) of Apple Computer, but I gotta wonder if the stock isn't a wonderful opportunity in the form of a traditional value play combined with the strength of a niche-dominating chimp. (Only gorillas are more powerful than niche-dominating chimps.) After today's debacle, the price of the stock is barely more than two times cash and equivalents and only two times book value.

--Mike Buckley

P. S. Ah, just thinking about it reminds me of the good old days when an investor could really find undervalued stocks using traditional metrics.
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