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Non-Tech : Auric Goldfinger's Short List
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To: oryx who wrote (9061)2/3/2002 1:55:06 PM
From: Sir Auric Goldfinger   of 19428
 
We used to subscribe to CFRA, but I got tired of pretending to convince Schillit that our ideas were really his. We have similar screens to what they do, a lot of his good people left, Some names get crowded really quick and that adds to volatility if they are not seasoned. Screens of cash flow v. net income and dsos are pretty easy, it's the harder stuff like EDS where CFRA adds value.

Funny thing is that all that stuff has been around for eons, but lately it can send shivers right through the market. Wonder how long it will last before we get back to "reality is for people who can't handle drugs?"
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