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


To: TheStockStalker who wrote (51176)4/30/2002 12:03:46 PM
From: Thomas Mercer-Hursh  Respond to of 54805
 
Seems to me that ANY piece of data or information is the way you describe. I mean, does an earnings report tell you more than "that which it includes".

My point was that the time frame of a chart can serve to emphasize or de-emphasize any observation. Pick the right time frame and any stock which went up in the bubble and fell subsequently can be made to appear as if it had fallen like a stone, but pick a longer one and one might well see that it was still doing just fine. Compare, for example, a 2 year and a 5 year chart of QCOM.

Or what if you back up and read this threads material a couple of years ago, does it not differ quite a bit in the the impression it gave on Gorilla gaming than it does now?

A mood shift, certainly, and a shift in the number of hecklers, but I don't think the core understanding has changed much, other than a much broader acceptance of the need for valuation considerations to be included in the decision process.