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

To: Mike Buckley who wrote (48137)	10/20/2001 2:52:02 PM
From: gdichaz	Read Replies (2) \| Respond to of 54805

Mike: The light dawns for me. <<I believe those methods are discussed here in this folder from time to time, but they get met with resistance because people too often want empirical evidence of predictability even though valuation isn't predictive.>> Your use of valuation is to see if the "value" and the stock price are in line currently and to take that into account in investment decisions. Seems like that is a very useful, clear and practical investment tool. Thanks. Best. Cha2

To: Mike Buckley who wrote (48137)	10/20/2001 3:59:33 PM
From: Thomas Mercer-Hursh	Read Replies (1) \| Respond to of 54805

I believe those methods are discussed here in this folder from time to time, but they get met with resistance because people too often want empirical evidence of predictability even though valuation isn't predictive. Valuation based on trailing results and conditions isn't predictive, but valuation on projected results, e.g., FCF can't really be separated from the projections, i.e., predictions. I don't see valuation based on trailing results being of much use with a gorilla except maybe one firmly on main street. Valuation on projected results may not be predicting, per se, but the difference seems to me to be rather a fine distinction.