Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: tekboy who wrote (25793)	6/4/2000 12:23:00 AM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

Thanks for the mush,:) tekboy. For Mike to follow the market as closely as he does Maybe I've given all of you the wrong impression. The point about being a LTB&H advocate is that I really don't follow the market particularly closely. That's why it was such a surprise to me to learn that Siebel had lost between 30% and 50% five times in the first 26 months I owned it. I had no idea until I did the research to be able to write a post that might have calming effects for people. I do follow companies that I own. I keep a peripheral vision on companies I don't own. But I don't follow the market per se. Or at least I don't think I do in the traditional way that most people might think. --Mike Buckley

To: tekboy who wrote (25793)	6/4/2000 11:10:00 AM
From: Bruce Brown	Read Replies (2) \| Respond to of 54805

RE: Following the market... Tekboy, A simplistic view would say - all it really takes is a few minutes a year - as they say. Gross Margins Net Margins Sales Growth Cash to Debt Ratio Foolish Flow Ratio If you calculate these every quarter on a gorilla like Intel, Cisco, Microsoft or some of our other favorites - there's no need to follow the market. The market won't help the companies we invest in meet the criteria to have a well oiled machine that these point out on a quarterly basis. You might take your mind off the market in the second half of July and early August long enough to take the Rule Maker seminar so you can run these calculations in less than 15 minutes for your companies. The excitement of Qualcomm going up $10 in one trading day might lure your short term attention, but what about net margins improving or the flow ratio improving from quarter to quarter? Now there's excitement! That is if you are thinking long term.... BB