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

To: Uncle Frank who wrote (39404)	2/16/2001 5:58:15 PM
From: Pirah Naman	Read Replies (1) \| Respond to of 54805

You stated that you have identified 3 g&k stocks that are superior to the rest in terms of valuation metrics. >> Where did I state this? I'm mystified. You're rather young for senior moments, Pirah. I'll take that as a compliment, even if it isn't deserved. Just a few hour ago you posted: There are several of them which to me (based upon my calcs) appear attractively priced on the basis of free cash flow. I didn't intend that to mean (and I don't think it does) that 3 of them are superior to the rest in terms of valuation. Without plugging current prices and such into my models, I couldn't say. With a DCF analysis, we could have all or several of them underpriced or overpriced to roughly the same degree. Here is what I would offer to you. I have already expressed my willingness to rank the nine members of the GKI that are on my watch list, and I have repeatedly expressed my willingness to go over how one can do the exercise themselves. I must input today's prices into my calcs and I will see if I can find some inputs that are easily checked by people. I can then give the rankings. That should provide plenty of nitpick material. If this does not meet your specs, please tell me up front. - Pirah