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

To: Jacob Snyder who wrote (39490)2/19/2001 6:11:36 PM
From: Uncle Frank  Respond to of 54805
 
>> A focus on valuation has kept me out of them for the last 9 months (except for QCOM bought in the 60s, and MSFT in the 60s).

I must have misunderstood your earlier post. I thought that you bought wcom in that period based on valuation considerations, and interpreted your comment, "Value is not a synonym for safety...", as recognition that the approach didn't work.

>> ValuationAlwaysMatters

Surely, but only if one can find a metric that allows them to recognize a true value.

uf



To: Jacob Snyder who wrote (39490)2/19/2001 6:14:12 PM
From: r.edwards  Read Replies (1) | Respond to of 54805
 
Jacob and UF, barriers to entry into a mkt or into a companys cashflow stream are ,or should be, a primary concern. Deregulation has led to low BTE for comm. companys like WCOM and made its product homogenius(my two cents).


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