SI
SI
discoversearch

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 ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: DownSouth who wrote (39239)2/14/2001 12:18:46 PM
From: hueyone  Read Replies (2) of 54805
 
re: Huey, that's an oxymoron--"long term" and "in the last year".

I disagree that my statement looking at one year and drawing long term conclusions is an oxymoren. Investors long term earnings models (assuming they had one) for some of these companies depended on consistent hypergrowth (or very high growth rates) in earnings (or revenues) over the next few years followed by a slow down in the long run. It is now clear that the expectations many investors held in the winter of year 2000 for either earnings or revenue growth for their companies for calendar year 2001 will not even come close to fruition, and in some cases will be fifty per cent lower than original expectations. With a severe slowdown coming in earnings or revenue growth in the "early years" of investors' growth models, it is clear that many investors five year growth models from year 2000 have already been rendered useless--- unless investors are willing to make even more outlandish projections for revenue and earnings growth for their companies beginning in year 2002. Hence, my near term (short term) look at how many investors grossly overestimated many companies' growth rates has already had a critical impact on the long term view for these companies that was held in winter 2000.

Best, Huey

P.S. Of course none of this speaks to current stock prices and the forward outlook we have today.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News