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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 (239)	11/1/2003 7:16:05 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 2955

Jim, My apologies if I have somehow offended you or if you don't like the tone of my posts. I'm trying to be totally upfront with you, not at all confrontational. If you feel I'm not sincere in my efforts or effective in my results, that's your choice of course. One opinion and a few points of fact ... which today is the ”safer” investment , the 10 year bond or Qualcomm? The 10-year bond. If your read all my prior posts, you should ... [know]that I use a PEG of between 1.8 and 2.2 I'm not intelligent enough to absorb and remember such details from among a myriad of participants contributing nearly 40,000 posts in that folder so far. Again, can you put some numbers to your FCF/ Enterprise Value methodology for further analysis and comparison? Yes I can, but I choose not to for the reasons I already provided. Please don't ask again. Thanks in advance. your premise that Qualcomm is greatly overvalued If you review my posts in this discussion you'll probably conclude that I never wrote that Qualcomm is greatly overvalued. Instead, I wrote that the stock is priced to perfection. I did my best to put perfection in the context of the guaranteed yield of a 10-year U. S. bond. For me, a stock priced to perfection is not necessarily greatly overvalued, though I'm too burned out on this topic to get into a discussion about that. one can not possibly confirm or refute that premise without the raw numbers Not to appear unkind, but that's not my concern. I offered an opinion and as much detail supporting my opinion as I'm willing to provide. It's your right to ignore my opinion. And that leads to my last point ... You mentioned Frank's comment: Contrary opinions are welcomed, provided they are presented in a manner conducive to friendly debate. I have no interest in debating anyone. I don't come here to prove a point. I do come here to learn, offer opinion and my understanding of fact, and to have fun (despite that Frank has no appreciation for my sense of humor :). I don't have the keys to the castle, but if I did I would replace the last word of Frank's sentence with "discussion." I feel our discussion has been friendly and completely devoid of animosity. Thank you for your role in that. --Mike Buckley