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

To: Judith Williams who wrote (30721)	8/29/2000 7:45:59 PM
From: gdichaz	Respond to of 54805

Judith: Beautiful. In the traditional "value" investing method or mechanistic approach the trick is to find "undervalued" stock in a stationary setting. OK, but limited. But our world is not stationary. As you point out the real world is a dynamic world. So a comparison of potential and current price seems more worth measuring. GG does that. To the extent that the ancient "value" investing meaning a temporary opportunity due to "problems" of one kind or another mean that the stock is currently underpriced is the only way "value" investing may be defined, that is shortsighted in the extreme - but you are right, many think that is it. Again, let's let the light of substance in. If the potential outweighs current asking price, that is a value opportunity. The weakeness of the short term recovery approach is that it is limited. The beauty of the GG value approach is that it is a little like the famous Energizer bunny, it goes on and on and on ... So the choice is there for us. GG captures long term value, the more limited so called "value" investing focuses on the short term. Suggest we use words and labels as aids to understanding substance, and not be tripped up on semantics. Best. Cha2