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

To: Jim Mullens who wrote (227)	10/31/2003 10:16:00 PM
From: Mike Buckley	Read Replies (2) \| Respond to of 2955

Jim, Thanks for taking the time to clear up the issue about cash and marketable securities. I assumed (wrongly, which is usually the case with assumptions) that you meant current marketable securities. Sorry if I confused you, but now I’m totally confused. I'll try to straighten it out. You asked how the stock could be analyzed as priced to perfection. I gave you an example. Nothing more. There are lots of ways to value a stock and I provided one method in response to your question. Again, what is your determination of the stock's fair value? --Mike Buckley