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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who started this subject	10/8/2001 3:25:14 PM
From: Pirah Naman	Read Replies (2) of 54805

Friends: It seems that every few months we have a thread "discussion" as to why valuation wasn't or isn't discussed more. What is interesting to note is that there is apparently far more energy invested on this discussion than on valuation itself. That hardly seems productive or fun. I perceive the thread as being first and foremost for qualitative discussions. That is as it should be IMO. Valuation in any case is best applied after a company has been selected as passing qualitative criteria. The qualitative criteria are harder to understand and far more time consuming to study. Valuation, on the other hand, can be made much more mechanical, and after the qualitative issues are completed, one can make a more reasonable guess on inputs for the valuation exercise. So again, I think the thread's focus is appropriate. The amount of valuation discussed is a function of the level of interest in the subject. Those asked to comment on pricing or valuation have accommodated, so discussion is available to those that are interested. Certainly a few people have offered "tools" in efforts to help threadmates. Those sincerely interested in using those tools have by now made an effort to learn their use. Those who did not feel that valuation would help them have stuck with their methods. There is no problem here. We had a couple of polls a few months back and there was little interest in valuation. Those few interested have not been sent elsewhere; discussion of valuation has been accommodated. To the extent that it was of interest, it was discussed. What concerns me with these repeated "discussions" as to the lack of valuation is not only that they aren't productive or fun, but that there is implicit in them an assignment of responsibility. It isn't the responsibility of anybody to pick stocks for the thread, nor is it the responsibility of anybody to pass judgement on the rationality of market pricing (of individual companies or the indexes) at any time for the thread. - Pirah

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