Gorilla Game Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Gorilla Game

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Elmer who wrote (16)	3/18/1998 11:48:00 AM
From: Wizard	Read Replies (1) of 387

The book has a fair amount of basic momentum strategy. This works great when the companies come through on the hypergrowth expected and absolutely miserably if they don't. The book talks about market capitalization as a % of the groups capitalization as a confirming signal. This is inherently reactive to other investors which is basically what momentum investors do; figure out what is moving and chase it. I don't think there is any use in this metric. We are trying to make money, not get confirming signals from the rear-view mirror. ITWO/MANU are application software companies so although ITWO looks like it is the stronger company, that doesn't mean it will get you a better return over the next 6-12 months. Both stocks do look like buys as chimps like these two should grow nicely over the next 12 months and neither is outrageously priced if you look at market cap / revenues. Much more important than 'market cap as a % of category market cap' is what is happening this quarter and whether growth will be above or below whisper numbers. MANU is about to announce results and they didn't pre-announce any problem so I would anticipate a solid EPS report and a very bullish conference call.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next