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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Judith Williams who wrote (48096)10/19/2001 11:26:00 AM
From: Thomas Mercer-Hursh  Read Replies (1) of 54805
 
One of the problems I have with the valuation criteria discussed so far is that the solutions are somewhat hermetically sealed. If we accept that the economy and the stock market in particular act as as self-organizing dynamic systems, the market is itself made up of a network of subsystems.

Readily agreed ... but that doesn't mean that we can't move beyond current tools to include some element of the broader market in our evaluation. I think that all projections would have to be market relative, but I can imagine incorporating a factor to incorporate prevailing conditions into the buy/sell criteria.
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