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


To: Boplicity who wrote (25295)5/24/2000 4:35:00 PM
From: Bruce Brown  Respond to of 54805
 
RE: Is there a Doctor in the house?

Gregory wrote:

So expectation have been lowered and patients will be rewarded, all playing into the hands of to those that like to practice the LTB&H method to investing.

Doctor: Nurse, could you lower those LTB&H patients? They look awfully pale these days. <ggg>

I actually think now is the time when you can dust off the G&K game and used it again since valuation have come down so far and appreciation speed will be much slower going forward.

Gee, thanks for the permission. Did anybody else notice any dust that had collected over the past decade and that now marked the point we could remove the dust? Hmmmm.....

I also said that some investors that use the G&K method where deluding themselves into thinking that if I hold long term NO MATER WHAT the G will beat out the market in the long run, that comment was directed to MSFT as I think the story had changed.

In spite of any changing story, Microsoft's return to date since 1986 has beaten the overall market hands down. Time will tell if Microsoft is able to beat the overall market going forward for the next 5 to 10 years. It's probably not one of the most widely held stocks by members of this thread.

BB