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 : Buffettology -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (2968)	1/29/2002 12:18:26 PM
From: Jurgis Bekepuris	Read Replies (3) \| Respond to of 4690

Paul, First, probably you should have posted this on G&K thread. I don't see a point of critiquing the guys behind their back. I believe they can stand for themselves. But, since you addressed your message to me, I'll answer. >Is anybody on the G&K thread making any money on the G&K picks? Yes. I am. Do you want a laydown of my buys and sells? >Since it's been difficult to lose money >(so far anyway -g-) with any Buffettology >(i.e Buffett) stocks from this thread though, >I count my blessings I'm not a G&K adherent. Yes??? How about KO @ 80, G @ 60, MRK @ 90? Anybody who bought these true-blue Buffett stocks at these prices and has a profit? It's the same with G&K. You give links to their 2K portfolio, yet you (intentionally?) omit their 1999 portfolio that still has quite a good gain: siliconinvestor.com I believe it beats S&P and QQQ. Anyway, since I'd like to get something constructive from this exchange, I'll claim that G&K without valuation - as Buffettology without valuation - is rather risky proposition. That's why I play G&K with the same value criteria as I play other stocks. So I agree with your critique of buying QCOM at current price, but I disagree with the dismissal of G&K CONCEPT just because most of the G&K stocks are currently overvalued. I own EMC and INTC if you want to discuss two examples that I believe to be undervalued. We can even discuss them on this thread. Good luck Jurgis