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

To: Jurgis Bekepuris who wrote (47894)	10/15/2001 12:41:14 PM
From: Thomas Mercer-Hursh	Read Replies (1) \| Respond to of 54805

It requires 10 years (or less if you're comfortable :-))) historical ROE, Meaning you only consider silverbacks? How would one possibly apply this to a company at the beginning of the tornado where they might, at most, have a year or so of earnings related to their gorillaness? Now what the spreadsheet does is really simple. It assumes 10 year forward growth using the last 10 year average ROE and calculates the earnings in 10 years from now. Ditto. What you are talking about here is 20 years of relative consistency. That might apply to Coke, but QCOM??? or even MSFT?