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

To: Thomas Mercer-Hursh who wrote (47844)	10/12/2001 6:05:26 PM
From: Uncle Frank	Read Replies (1) \| Respond to of 54805

>> And yet, some of the valuation discussions seem not to be saying this. Why not? Because most of the folks leading those discussions have leanings towards value investing. One of Goeff's most insightful observations was that Gorillas will always appear to be overpriced to value investors. uf

To: Thomas Mercer-Hursh who wrote (47844)	10/12/2001 6:12:59 PM
From: gdichaz	Read Replies (1) \| Respond to of 54805

Thomas: I recognize I run the risk of being misunderstood with my suggestion that now is not quite the same as April 2000 in many respects. Or that the time period looking forward from now may not be quite the same as that from April 2000 forward until now. There are many many differences. My limited point is that we ought to think about where we are now and what we might want to do now, since the past is past and while we can learn from it we can not change what we did or did not do then - rightly or wrongly. Once again, in no way am I suggesting that anyone on this thread go out and buy anything today, next week, next month or this year. All I am trying to suggest is that we might best focus on possible opportunities from today forward and act on the best knowledge we can obtain. Best. Cha2 PS And yes Uncle Frank, dollar cost averaging,with careful choice of what mutual funds or stocks are chosen for long term growth, has been and probably will continue to be a good element of an investing strategy - repeat, "a good element", not sufficient but useful IMO.