Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Uncle Frank who wrote (48837)	11/13/2001 6:45:32 PM
From: Wyätt Gwyön	Read Replies (1) \| Respond to of 54805

Anyone who let themselves be influenced by their advice would have missed the the +32.9% move in the nasdaq100 from 10/24 through today. uf, please, valuation arguments are not market timing tools. personally, i am more concerned with how i do on a yearly or multi-yearly scale. i would think that is more important to everyone with a time horizon beyond a year.

To: Uncle Frank who wrote (48837)	11/13/2001 8:35:00 PM
From: Stock Farmer	Respond to of 54805

uf - Anyone who let themselves be influenced by their advice would have missed the the +32.9% move in the nasdaq100 from 10/24 through today. True. But switch the dates to Dec '99 and Feb '00... You could very well have made a similar remark at that time and have been equally correct. Just because something goes from overvalued (vis a vis a 10 year timeframe) to more overvalued (in a two month period of time) doesn't mean it wasn't overvalued in the first place. If current market price was a good measure of long-term value, then the Gorilla Game would be a fallacy. John.