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

To: Thomas Mercer-Hursh who wrote (40259)	3/11/2001 9:33:15 PM
From: lurqer	Read Replies (1) \| Respond to of 54805

The p/e compression that occurs in a secular bear isn't a one shot phenomena, but more of a grinding ongoing experience having to do with investor confidence that the market will ever "come back". As Ethan correctly points out, we don't have the data to do the study we'd all like. About the best I've done is consider (not a detailed study) companies like RCA in the '30s and Poloroid in the '70s. To be sure it's a guess on my part, but what seems to occur is the company (if its well run and has good technology) continues to grow - albeit not as fast as during better economic times. The stock however doesn't. I'd like to take this opportunity to thank the members of the thread for their assistance in helping me grapple with this problem. lurqer