Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Stock Farmer who wrote (43670)	6/20/2001 11:36:23 AM
From: Seeker of Truth	Read Replies (1) of 54805

John, you use a triple very to say that the market as a whole is overvalued. I can think of a pharmaceutical company with eminently solid finances which grows at about 10% per annum and sells for the same price as money, i.e. 25 P/E. I can think of a computer service company which is growing at faster than 30% a year because they have something unique going and the P/E is only around 30. Real estate stocks look cheap also. My morality forbids me from owning tobacco stocks but for those whose conscience allows them to profit from other people's cancer, the cigarette companies look like great buys to me. There seem to be lots of cheap stocks, as soon as we look outside of gorillas. I daresay the best strategy is to stand aside as you are doing, to wait until the gorillas are priced better, either because the profits have revived or because the prices have dropped, and then buy them since long term the gorillas are better investments than the miscellaneous bunch I mentioned above. But my main point is why the triple very? Could you settle for a single very?

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