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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who started this subject6/15/2001 10:43:09 AM
From: Seeker of Truth  Read Replies (1) of 54805
 
There is very little concrete discussion about valuation lately. Is that because most of us consider all the gorillas and kings undervalued, now?
Would anybody like to use their valuation metrics and point out a few stocks on our lists which are thereby judged under or overvalued? I realize there is a danger in this. Traders and their pitiable/annoying short term predictions tend to flock to such specific valuation discussions. But maybe we can make our discussions sober enough that they are not interested. By the way that Epoch Partners write up of SEBL, with their weird mixture of truthful description of the industry and quite deceptive figures, was, in retrospect, a clear signal that some large customer of their owning brokerage firm(s) wanted to sell. The next time we see such a report, we should, IMHO, at least delay our purchases.
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