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

To: gdichaz who wrote (47840)	10/12/2001 5:48:45 PM
From: paul_philp	Respond to of 54805

Cha2, But isn't it possible that we are entering or about to enter a period where it may make good sense to buy a gorilla stock using selectivity and care? Maybe. Their are more companies reporting, like Juniper, reporting some stabilization and some companies, Numerical Technologies, raising guidance. This is all goodness and is encouraging. I am not trying to catch the bottom. I want to get into my Gorillas when the risk level reduces. I am happy to loose the first 100% bounce to know that if I have choosen my companies well the general direction will be up. This current rally has not convinced me. However, the slightly improved fundamentals in a few places has me thinking that the time may be coming. Rambus, for example, is a stock I want to own. It is forming a very nice base right now and has been for a few months. If it breaks out and reconfims the breakout AND there is some good fundamental news - then I may jump back. All this being said, it is still brutally difficult to do any valuation work at all. Paul

To: gdichaz who wrote (47840)	10/12/2001 5:56:37 PM
From: Uncle Frank	Respond to of 54805

>> But isn't it possible that we are entering or about to enter a period where it may make good sense to buy a gorilla stock using selectivity and care? Unfortunately the best time to buy is when people are least prone to do so. I'm sure you've seen countless examples of that during your long investing career, Cha2. I'm pleased that both of my grown children are continuing to contribute the max to their company 401Ks and allocating to growth funds. There's nothing like dollar cost averaging for those with long investment windows. It takes the fear out of the decision making process. putnaminv.com Senior types like us face a different set of problems, but then again, we're better prepared to cope with them... I hope. Regards, uf

To: gdichaz who wrote (47840)	10/12/2001 5:57:31 PM
From: Thomas Mercer-Hursh	Read Replies (2) \| Respond to of 54805

But isn't it possible that we are entering or about to enter a period where it may make good sense to buy a gorilla stock using selectivity and care? In fact, if the general theory about the value of gorillas and the market is valid and the only reason it was violated during the bubble was because of the unusual extremity of that bubble, and we are currently in an extreme counter-reaction to the bubble, then it would almost seem like now was a time when good buys were almost certain, at least if one was looking out five years. And yet, some of the valuation discussions seem not to be saying this. Why not?