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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Mike Buckley who wrote (43704)6/20/2001 10:09:59 PM
From: hueyone  Read Replies (3) of 54805
 
Mike , Let me get this straight, if John Shannon sells a company due to a change in his perceived merit of the company, it is a market timing event, but if UF sells due to portfolio rebalancing or probate reasons, Tekboy sells due to a margin call, Thomas sells due to a change in the status of the company, or you sell Sandisk because you don't think it is living up to Gorilla watch and wait standards, it isn't a market timing event?

Please tell me the distinction please. Either you buy John Shannon's proposition that there is a market timing event at the end of every long term, buy and hold or you apply a different definition to market timing that would likely exclude all of the above reasons to sell including John Shannon's decision to sell based on the merits on the company. As an example, that different definition might include predicting the direction of the market as opposed to selling based on the perceived economic present value of the company's predicted cash flows.

Best, Huey

P.S. I am withdrawing my "suggestion" that SEBL may be horribly overvalued pending further study. The first quarter error I made with regard to adjusted free cash flow makes a significant difference.
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