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

To: SL2 who wrote (17919)2/14/2000 12:59:00 AM
From: tekboy  Read Replies (3) | Respond to of 54805
 
SL2,

Overindulgence in margin is a very dangerous business, because it can lead to forced selling at precisely the times when an LTB&Her needs to hang on tightly for dear life. Not suggesting that you personally are overindulging, nor singling anybody out, just pointing out for newbies and lurkers that the core GG strategy is to buy into great companies and ride them upward for a long time. That timeframe will necessarily include some major reverses (hell, we just saw the Q nearly cut in half in a couple of weeks), so loading up on margin during dips, while often a lucrative strategy, could be quite risky if the dips are merely a prelude to further dips or (god forbid) a real downturn.

We realize that many like to live a more exciting life than the poky stick-in-the-muds around here, and recommend the following for those with a taste for danger:

Subject 32453

tekboy/Ares@hypocrite?who,me?.com



To: SL2 who wrote (17919)2/14/2000 1:34:00 PM
From: Wyätt Gwyön  Read Replies (2) | Respond to of 54805
 
If CISCO is your benchmark, how do you deal with its exceedingly high valuation? PEG ratio very high. I find it interesting now that QCOM and CISCO have approximately the same per-share price. It will be interesting to watch how their PEGs fare over the next year. Recently there was an article in thestreet.com by Bronchick, pointing out how expensive CSCO is given its long-term growth rate. JMO, MM


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