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

To: 100cfm who wrote (22296)	4/5/2000 10:16:00 AM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

100, That was one of the most astute observations of Gorilla Game valuation I've ever seen. I bookmarked it. Makes a lot of sense to me without copping out with the tired phrase saying "Everything will eventually go higher. Therefore it's undervalued today." For those who didn't sit up and pay attention to what you wrote, I hope they'll take the time to click on the message # in the top, left corner and read it carefully. --Mike Buckley

To: 100cfm who wrote (22296)	4/5/2000 10:54:00 PM
From: wopr1	Respond to of 54805

LTB&H Valuation: GE I just opened my GE annual report. In this turbulent market, I am writing this to remind myself of the virtues of LTB&H strategy with the great companies, and why I should not chase the seemingly easy momentum money. (although I am very guilty). With questions of how does a 400+ bil market cap company make money, take a look at GE. Here are the highlights from the front page: 1) Strongest result in the Company's 122 year history 2) Revenues rose 11% to $122 billion 3) Earnings increased 15% to $10.7 billion 4) Operating margin rate grew to 17.8% 5) GE made 134 acquisitions in 1999 (hows that CSCO) 6) Repurchased $1.9 billion in stock 7) Raised the dividend 17% 8) Proposed a 3-for-1 stock split AND . . . are you ready for this? The total return on a share of GE stock in 1999 was 54%. This followed returns of 41% in 1998, 51% in 1997, 40% in 1996, and 45% in 1995 While I know that this isn't as sexy as some of the stocks that we watch here, and of course there are countless examples of better returns, but not bad for the Grandpa Silver-Back, huh? -wopr p.s. GE has suggested that revenues will increase this year, and most brokers have increase their price targets.