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

To: limtex who wrote (35104)	11/21/2000 1:08:49 AM
From: kumar	Respond to of 54805

point is whether 5,200 was a very big bubble I dont know that either. I do know that stock in companies I've held for a few years have not disappointed my expectations yet. Have you takne a look at the Corporate Bond Market? No, because I have no understanding of this market space, and it is "out of bounds" from a GGame perspective. cheers, kumar

To: limtex who wrote (35104)	11/21/2000 3:17:27 AM
From: chaz	Read Replies (2) \| Respond to of 54805

limtex, you wrote: Have you takne a look at the Corporate Bond Market? It looks to me like the beginnings of real trouble. Most of us probably understand the inverse relationship between bond prices and interest rates, but this is an area that is hardly ever discussed here because most corporate borrowing is not done by GG-type companies, who frequently have zero debt. However, to the extent that corporations who do borrow are the GGs customers, we could be impacted...as you say...the beginnings of real trouble. If this is an area in which you have some knowledge, please give us the benefit of your observations and your view of what the trend portends. Chaz

To: limtex who wrote (35104)	11/21/2000 9:43:19 AM
From: ratan lal	Respond to of 54805

The point is whether 5,200 was a very big bubble, It was in fact a big bubble. ALl you had to do was look at the p/e or p/s or any of the other ratios. What is disturbing is that the ratios are still high. Does that mean we wont see 5200 any time soon? I doubt it. The stock market has taken on a life of its own with millions of traders and bubbles will be the order of the day. Of course eventually all bubbles burst. So it will be bubble / burst all the way.

To: limtex who wrote (35104)	11/21/2000 10:03:53 AM
From: slacker711	Read Replies (1) \| Respond to of 54805

If it was then it may take decades to ever get back there and the wait may be unitl a whole new generation of investors comes to the market. I believe that this point was made a couple of weeks ago on this thread....most of us dont need the Nasdaq index to reach new highs before we are up compared to the beginning of 2000. At the beginning of this year, what % of the index was made up of internet stocks such as Priceline, Worldcom, Amazon, Yahoo etc...? None of these companies are guaranteed to ever reach new highs again...and may well provide a drag to the index over the coming years. However this year has actually been pretty good for the G&K index and the W&W index. Both indexes are up a small percentage for the year....and more importantly most of the companies in the indexes have performed well for the year. This sets up a situation in which these companies have been allowed to grow into the stratospheric valuations that they had earlier....laying the groundwork for the stock price to match earnings growth over the coming years. I think most G&K investors would be happy to see their portfolios rise by a similair amount as the underlying companies earnings growth. Slacker

To: limtex who wrote (35104)	11/21/2000 11:54:34 AM
From: MarkR37	Read Replies (2) \| Respond to of 54805

Limtex, thanks for reminding us all that we are involved in a risky business. What do you suggest all us foolish G&K investors do with our money? Pay off our house mortgages? Buy gold? Stuff it under the mattress? Is this really the end of the world or are you just a glass is half empty kind of guy/gal??? PS. Don't go outside, you might get hit by lightning. PSS. Don't go swimming, you might get eaten by sharks. PSSS. Don't eat any food, it might give you cancer. PSSSS. Don't invest your money in stocks, the market might crash and you'll lose all your money.