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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Seeker of Truth who wrote (44710)	7/19/2001 5:31:31 PM
From: Thomas Mercer-Hursh	Read Replies (2) of 54805

But I think it should be nearer the low figure than the high figure because the company has already shown us that it is vulnerable to the general economy If one was oriented toward a turnaround of a year or less, then I would certainly agree with you. My intended question though, is based on assuming that one is holding for multiple years and that one has come to the conclusion, rightly or wrongly, that we are at or near the bottom of any economic slowdown influence. I suppose that I should also note the assumption that the recovery is either V or U, not L_______/, i.e., no expectation of a prolonged depressed period. In that context -- assumptions we don't all share, but I think a number of us do -- isn't there a GG assumption that growth will return to substantial rates, even if not as far as 100% YoY and that this will reflect itself in long term stock appreciation? If so, one might ask questions about how confident one is in the assumption or whether the growth was as good as one could get from competing opportunities, but isn't the fact that the stock is probably near a low more important in this context than what its current ratios are?

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