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: techreports who wrote (44703)7/19/2001 12:58:27 PM
From: Thomas Mercer-Hursh  Read Replies (2) of 54805
 
If the economy turns around in 2002, Siebel could manage to do better than 12% EPS growth..

So, the first key question would seem to be whether this modest growth rate was an indication of a gorilla reaching plateau or otherwise moving out of the tornado or whether it was a temporary state imposed by larger economic conditions.

Assuming that one decides it is temporary, then the second key question is whether the company has accurately forecast the extent of this reduction or whether the sky is still falling.

Assuming that one decides the sky is not falling and that we are more or less at the bottom then the third key question would seem to be whether there is likely to be a better time to buy in the future. While the ratios might be more favorable in the future if the company recovers growth faster than the stock price, it seems unlikely that the stock price will be meaningfully lower than it is now.

This seems to me to point to buying even though ones normal valuation metrics said not to.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News