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

To: 100cfm who wrote (45002)	7/30/2001 6:37:54 PM
From: Mike Buckley	Read Replies (3) \| Respond to of 54805

100, Speaking of Gorilla characteristics, shouldn't one of them be how well it hangs onto to it's value during adverse conditions. No, I don't think that's advisable. Once you come to that conclusion, the corollary is that you should it expect its value to grow X% during conditions that aren't adverse. As you know, there are occasionally huge disconnects between how investors value a company and how its fundamentals are progressing. Valuation metrics are tools an investor can use to his/her advantage, but they're completely separate from the metrics that determine whether or not a company is a Gorilla. --Mike Buckley