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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: hueyone who wrote (54540)10/31/2003 10:48:04 PM
From: Jurgis Bekepuris  Read Replies (1) of 54805
 
Hueyone,

I am still holding some ARMHY despite the fact that it's current valuation would make me sell it. I just want to see whether there is value :) in affording Gorilla (or King) a higher valuation than other stocks. I'll let you know my thoughts as situation progresses, though it may be that my "valuationist" hat will win and I will sell it regardless of its G&K status. It has happened before. I am not very good at holding companies who seem to be overpriced. :/

Best

Jurgis
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