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


To: RobertHChaney who wrote (46071)9/1/2001 6:24:49 PM
From: Mike Buckley  Respond to of 54805
 
Robert,

Do you believe the factor weighting I proposed is correct

I'd be very leery of quantifying the importance you give to any given aspect of your analysis. Investing isn't that black and white. Almost all of it is qualitative and all of it is subjective, so don't try to artificially make it more quantitative than it really is.

--Mike Buckley



To: RobertHChaney who wrote (46071)9/1/2001 6:57:30 PM
From: Thomas Mercer-Hursh  Read Replies (1) | Respond to of 54805
 
I proposed is correct or should they be weighted differently to play this game.

I find some parts numerical and some not, so I don't know how one would give equal weights ... nor do I think I would try to simplify from the separate analysis. Something way out on four of five factors, but critically weak on a fifth might be a loser, while something less flashy on the first four, but solid on all would be good play.

I need to quickly copyright the great name you proposed!

Too late ... implied copyright in any publication in which you do not specifically yield the copyright to someone else, so it is mine unless someone else has used it first.