We can call them Graham's criteria, but you presented them, so I assumed they are somehow relevant to you. As I said before, Graham said a lot of different things in different contexts, so there's IMO no single set of criteria that can be assigned to him and called his. :) IMO there's no point of talking about some set unless the set is interesting to you. :) (Just FYI, when I talk about Graham stock, I talk about net-net, not about one that conforms to your :P set of Graham's principles)
I like GLW as a company, I like their products and their history. You may be right that there is no big synergy across the company, but IMHO that's not a big deal. In fact, most big companies have to have multiple product lines that don't necessarily have synergies.
I won't argue for RIMM. It might be a sell/short here. I just said that I own it, I did not say to buy it. :) |
