Gorilla and King Portfolio Candidates Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Gorilla and King Portfolio Candidates

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Mike Buckley who wrote (35782)	11/30/2000 11:37:21 PM
From: npiwovar	Read Replies (1) of 54805

Mike, Thanks for responding to my post.When reading the RFM, you hear about how Wall Street always undervalues gorillas and you hear how Wall Street underestimates the longevity of their power.Well, maybe last year Wall Street didn't underestimate the value of some gorillas and now it is overcompensating for it.That's why I'm glad you are able to educate us in valuations.That seems like such an important aspect of Gorilla Gaming.Without it how could you know where your investments stand? Look at its share price?That hasn't been a good predictor lately. When do you buy more shares of a gorilla?When you have the money available?A certain amount a month religiously?On the dips? Ha! The techs have been dipping for months.How about when the stock is not overvalued.That sounds good.When is that? Mike, you have said that SEBL is coming down to the correct valuation stage.I haven't seen many remarks like that very often or maybe I've been missing things. How often have we heard on TV and elsewhere that CSCO's market cap is so large that it's not a good buy.That one quarter where they don't beat estimates by a penny and the stock will sink like a rock.What is the correct valuation of Cisco?Does anyone know?It's one of my largest holdings.I feel like a dummy because I don't know if it's overvalued.I, like everyone else, know that they make a hell of a lot of money.Also, how is it that they always beat estimates by a penny? How do they figure out to the penny?Why don't they beat estimates by two cents?Maybe Wall Street would be happier. I guess I'm starting to ramble. Anyway, thanks for all your hard work.Please keep posting about valuations.It helps me with my understanding of what is going on. Neil

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next