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

To: Earlie who wrote (44410)	7/14/2001 11:05:09 AM
From: Uncle Frank	Read Replies (1) \| Respond to of 54805

Thanks for the clarification, Earlie, but the premise in your statement was straight forward. Your response seems to suggest that you do not think that PEs are high at the moment. Do a bit of digging and you will find that for the majority of the Naz stocks they are higher than a year ago,.... a period which is now openly (and accurately) referred to as a "mania". Most of the stocks DarbyC referenced are excellent examples of same. Since I suspect you've researched the topic, I thought I'd avoid a bit of digging by asking you to share your data <gg>. Besides, I didn't know if you based your conclusions on ttm or forward p/e's, or if you used gross or pro forma earnings. While the latter have become unpopular with a portion of the investing crowd in recent months, I'd find it hard to make sense out of an analysis that didn't scrub the results of discontinued operations at the least. Let me reinforce the comment that Mike Buckley made. This is an open and unmoderated forum, and we welcome well formulated ideas from intelligent investors/traders of all stripes. Note, however, that our primary focus is on hunting for pongids and long term investing. As such, there is a natural resistance to those who base their ideas on market timing, ta, and trading. I'll look forward to your presentation. uf