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

To: Mike Buckley who wrote (43747)	6/21/2001 2:12:24 PM
From: Dr. Id	Read Replies (2) \| Respond to of 54805

The point may not have been drummed in strongly enough or often enough, but to presume that such a statement was missing is not accurate. To presume that such a statement wasn't repeatedly made is not accurate. --Mike Buckley Agree that the valuation point was often made by you. However, it was never made so explicitly by anyone as "it's not a good time to buy", or "it may be a good time to sell some of our stocks that seem overvalued". Rather, there was often a reiteration of the author's (Moore's) point of there never being a bad time to buy a gorilla (which he has since retracted...), and the advantages of compounded earnings and gains over long term holding (which really offset the valuation talk in terms of picking a target at which to unload). I know that you attend to valuations more than anyone around here (maybe more than anyone on this planet), but I also think that there isn't enough attention to trying to measure when a stock is overvalued, by how much, and what it means in terms of whether to hold or let go. I know that there is no simple formula, but to just leave it as a "timing" issue which must be avoided I think leaves us vulnerable in a way that I'm not sure that we need to be. Dr.Id@wontbefacingthisproblemforawhile.pov