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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Bruce Brown who wrote (49379)12/8/2001 12:29:45 PM
From: Stock Farmer  Read Replies (1) of 54805
 
I know we are straying a bit off topic to discuss homebuilders & golf clubs, but yes - they looked attractive at least in the short term. Same with many other sectors that I do not understand. Such is the case with the breadth of the market.

Returning to the subject of the thread, you asked:
Do you think that the cyclical nature of Intel, Microsoft, Oracle, Cisco, Siebel, etc... would present a sustained opportunity to purchase at a P/E of 17 in the current environment?

Parsing the logic, no I don't think there will be a sustained opportunity to purchase these at a PE of 17 in the current environment. But for example, with Cisco price to earnings in three digits (pro-forma, no less), there's indication of considerable room to wiggle.

I don't need a sustained opportunity. Just one brief enough on which to capitalize.

John

P.S. I'm not "anti Gorilla" so much as "anti getting fleeced". These are great companies. The price of which has been driven up to even greater levels IMHO. I gather you don't share this opinion.

P.P.S What kind of multiple do you think is proper for a cyclical company at its peak? At its trough? When do you think MSFT, ORCL, CSCO and SEBL will put in their next cyclical peaks?
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