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


To: 100cfm who wrote (44728)7/20/2001 10:26:27 AM
From: Mathemagician  Respond to of 54805
 
Fear of missing out on a Gorilla should not be a factor in anyone's mind right now. A Gorilla is longterm and if management proves to be too conservative and growth jumps more then expected one qtr, you still have time to buy it and hold it for the next X amount of years.

Worth reading twice.

M



To: 100cfm who wrote (44728)7/20/2001 2:58:02 PM
From: Seeker of Truth  Read Replies (1) | Respond to of 54805
 
"The growth rate IS 12%". I'll go further than you, the present growth rate of Sebl is 0. First quarter 15 cents, second quarter 14, third quarter prediction is 13 , fourth quarter prediction is 15. That looks like zero to me.
It is almost unheard of for such a situation not to change. SEBL may collapse and the growth rate will become minus a lot. That's one possibility. Sebl may grow at 50% a year over the next 3-4 years. That's a possibility. But to insist that my zero or your 12% is a realistic base for calculation seems to me TOO focussed on the present. When earnings were doubling in a year should we have assumed that that was the only data to heed? Believing that led to a disastrous loss. Believing that 0 or 12 is eternal may lead to an opportunity loss. I doubt that my 22.8 order will ever be filled and lots of luck for your $14.