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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Seldom_Blue who wrote (32657)	9/30/2000 11:39:59 PM
From: tekboy	Read Replies (1) of 54805

You're thinking of John Bogle's piece: fortune.com In addition to his calculations about the extraordinary and unprecedented growth that would be required for highly-valued large-caps to live up to their valuations in years to come, he cites Jeremy Siegel's recent finding that none of the "Nifty Fifty" with PE's greater than 50 proved to be good investments. In general, there's no question that we should familiarize ourselves with the arguments of not just the moderates (Bogle, Buffett, etc.) but the actual bears as well. That said, if you decide to be in the market at all, the question then becomes where to be, and the people around here have chosen to place their bets on top-tier techs with excellent growth prospects and sustainable competititve advantages. Given the changes that are occurring in the economy (see Chapter One of Living on the Fault Line for a nice summary), that should be a pretty good place to be... tekboy/Ares@unlessyou'restupidenoughtobuyoptionsonmargin.com

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