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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: tekboy who wrote (25793)	6/4/2000 11:10:00 AM
From: Bruce Brown	Read Replies (2) of 54805

RE: Following the market... Tekboy, A simplistic view would say - all it really takes is a few minutes a year - as they say. Gross Margins Net Margins Sales Growth Cash to Debt Ratio Foolish Flow Ratio If you calculate these every quarter on a gorilla like Intel, Cisco, Microsoft or some of our other favorites - there's no need to follow the market. The market won't help the companies we invest in meet the criteria to have a well oiled machine that these point out on a quarterly basis. You might take your mind off the market in the second half of July and early August long enough to take the Rule Maker seminar so you can run these calculations in less than 15 minutes for your companies. The excitement of Qualcomm going up $10 in one trading day might lure your short term attention, but what about net margins improving or the flow ratio improving from quarter to quarter? Now there's excitement! That is if you are thinking long term.... BB

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