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


To: the dodger who wrote (45584)8/17/2001 10:59:38 AM
From: Junkyardawg  Respond to of 54805
 
nice post

dawg



To: the dodger who wrote (45584)8/17/2001 11:52:35 AM
From: hueyone  Respond to of 54805
 
Just make sure that any "growth" you see in your favorite high-tech name is for real,
and not just accounting gimmickry.


Well said Dodger. Hope to see you post around here more often.

Best, Huey



To: the dodger who wrote (45584)8/17/2001 12:29:19 PM
From: chaz  Respond to of 54805
 
TD:

Very well put. Your sentiments were also expressed by one of CNBC's guests this am (didn't get his name...he's from Minneapolis)...tech recovery a year away, money to be made in consumer staples, many people still holding onto tech expecting miracles to be just around the corner, staying in because they don't want to miss it. (Describes me.)

Valuation comparisons will be better by Q4, but you're correct, they'll be misleading if there's no evidence of real earnings growth or true market recovery. And if there's not, we'll still jump at every wisp.

Chaz



To: the dodger who wrote (45584)8/17/2001 4:59:17 PM
From: Seeker of Truth  Respond to of 54805
 
It's standard practice to look at the income taxes paid. If they are zero or less than normally required then we know they are using tax losses so we have to compensate to find the real earnings.



To: the dodger who wrote (45584)8/21/2001 12:51:25 AM
From: tekboy  Respond to of 54805
 
hey td, congrats on another G&K Cool Post!

tekboy/Ares@threadonaroll.com