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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: straight life who wrote (10001)	11/8/1999 10:25:00 PM
From: Mike Buckley	Respond to of 54805

Straight life, So I'll buy the gold standard. And I'll pay the current price of gold. I like that analogy. Though I'd equate Qualcomm with platinum and all my other gorilla and wannabe gorillas with gold. --Mike Buckley

To: straight life who wrote (10001)	11/8/1999 10:46:00 PM
From: NY Stew	Respond to of 54805

straight life, You see, I used to buy cheap companies. I didn't realize the unconscious arrogance I was exhibiting Priceless wisdom that needed repeating. Regards Stew

To: straight life who wrote (10001)	11/8/1999 11:09:00 PM
From: pompsander	Respond to of 54805

Straight Life; terrific post. Truer words were never spoken.

To: straight life who wrote (10001)	11/8/1999 11:10:00 PM
From: chaz	Respond to of 54805

SL: Right, St. Pete Times. Wasn't in any way recommending it. Wouldn't touch it. However, Cree Holders might be interested in knowing there's another player on the field....so I posted it to them for that purpose.

To: straight life who wrote (10001)	11/9/1999 6:48:00 AM
From: DlphcOracl	Respond to of 54805

Excellent post by "straight life". This is why so many mutual funds underperform -- it is because their managers acquire stocks as if they are collecting baseball cards, boasting about how they've discovered this gem ("Kentucky Widgets") with a PE of 10 that no one has ever heard of. Problem is, since no one has ever heard of it, no one is accumulating it and it will keep a PE of 10 while the market soars. Remember, a stock will increase in value for one reason only -- investors are buying it!! For this to occur, it has to be on the investor's radar screen and have some name recognition.

To: straight life who wrote (10001)	11/9/1999 6:52:00 AM
From: unclewest	Read Replies (2) \| Respond to of 54805

But prior to GG I'd always look for a cheaper stock as a good value investor, using traditional value metrics, like the one you quote: "UTC pe is 20, Cree pe is @75. However when you buy a cheap company, you often get a cheap company:"First products due to ship in January, slippage from original plans for September." Versus CREE's plans to expand capacity 6X this year alone straight life, utc uses sapphire. cree uses silicon carbide SiC. i do not believe utc will be any competition to cree. thay may be competition to the other sapphire guys though. cree's 5 point gain yesterday from 45-50 is the equivalent of 32 points by q. unclewest