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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Thomas Mercer-Hursh who wrote (47957)10/16/2001 9:23:13 AM
From: Mike Buckley  Read Replies (1) of 54805
 
Thomas,

I am just looking for a more solid justification than "I like it".

That's the impression I've had all along of your position. I think you've done a great job of explaining it. I'm sorry to be the bearer of bad news, but I believe the nature of valuation is such that you won't get a stronger justification.

Is there any significant aspect of investing that is more solidly justified?

--Mike Buckley
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