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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: John Stichnoth who wrote (36172)	12/7/2000 6:55:54 PM
From: Mike Buckley	Read Replies (1) of 54805

John, There's a difference between a company growing at 8% and one at 28%. If they both have 1.0 peg's today, it won't take very many quarters for the faster grower to be worth lots more Your response makes me think that akoni and I are proposing that a PEG analysis should be done in a vacuum. A Gorilla Gamer wouldn't waste the time it takes to run a PEG for a company expected to grow only 8% a year. But if a Gorilla Gamer has a few or more companies expected to grow 25% to 30% a year for really long periods of time, if they all have similarly strong sustainable competitive advantages and market opportunities, and if one of them has a lot lower PEG than the other -- I realize that that's a lot of "ifs" -- then the one with the lower PEG needs to be looked at closely as possibly the stock with the most compelling value. --Mike Buckley

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