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: kumar who wrote (36938)	12/23/2000 2:35:53 AM
From: chaz	Respond to of 54805

Kumar, Interesting you should raise that point regarding a house. In fact, in 1990, early in the year, I decided that my house in Fountain Valley was being price bid beyond reason, as were many throughout California. I sold at the end of the summer for roughly twice what I had paid (to an anxious seler) just four years earlier. I did in fact keep tabs on the local resale market, as well as the macro economy. When I saw a macro slump coming, I had a plan. Until 1995, I could have bought back that same house for nearly $75,000 less. Kumar, I don't think there's much room for debate here, and I'm not trying to shut you down. It is simply that, for me, being out now is a more rational move than staying in. For you, there may well be a different choice. By selling at a high, in a few months I could buy more bedrooms, or a better neighborhood. In the present context, after taxes, I'll buy back more shares than I sold. By holding, I'd avoid taxes, but I'd make no share count gain. Since we are both long term bullish, both of us will be right. For the time being, you will be as comfortable with your choice as I am with mine. Chaz

To: kumar who wrote (36938)	12/23/2000 3:00:52 AM
From: lightwave51	Read Replies (1) \| Respond to of 54805

<<Do u seek valuation on your house on a hourly/daily/monthly/yearly basis ? And if so, do u move out of the house if the numbers are unfavorable at that point in time ?>> The big difference, my home has not gone down in value by 50% since March. <gg>

To: kumar who wrote (36938)	12/24/2000 3:13:58 AM
From: ratan lal	Read Replies (2) \| Respond to of 54805

Kumar.the valauation of the house is far easier than the valuation of the company. The house valuation is based strictly on the valuation of the hosues in your neighbourhood whereas the valuation of the company depends a lot more on the performance of the management, competition from newcomers as well as as existing companies, and the market growth as a whole. And of course you live in your house but you dont havbe any veste dinterest in te stocks you buy other than the price of the stock. You dont marry the sotck ro at leat you shoudl'nt. I would say the comaprison between a house an stocks is comparing apples and oranges.