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

To: Hanney Yin who wrote (21374)	3/26/2000 8:08:00 AM
From: Uncle Frank	Respond to of 54805

>> we are able to estimate the NPV of gorillas. Based on my rough calculation, NPV(5% 10yrs), GMST is $32.31, ELON is 8.25, CREE 58.59, NTAP 42.98, while WM is $56.23 (price now $26), MO is 56.35 (price $19 w/ 9% yield). Hello, Hanney. In your calculations it would seem you are limiting the valuation period to 10 years. Shouldn't the measure be discounted cash flow over the lifetime of the enterprise? If so, this would give the Gorilla a distinct advantage, since history shows us they have great staying power. uf btw, did you ever switch your IRA so you could have the option of using LEAPS? We were discussing that at the end of last year.