Hi Kerry,
Thanks for the info! It didn't make any sense to receive the hard copy and the CD ROM! Thanks for explaining the process.
In my opinion, VL should offer some type of discount for accessing the internet for the info & using the CD-ROM. That has to save them some money, which should be passed on to the reader.
I'm still internally debating (what a process!) whether to switch. I've been reading the hard copy since I was maybe 12-13 years old. Old habits die hard. I love the convenience of carrying around the forms to read. I spend $1k on a HWP Laser Jet 4P about 3-4 years ago, and it has difficulty printing out pages that have small, condensed print! I have a couple of other copiers (ink jet) that I could switch to that seem to have less problems.
Do you have any problems printing the forms?
I really appreciate the objectivity of the VL analysts.
I like the Phil Orlando, quest host on Squawk Box, every couple of weeks. He is the VL fund manager. Pretty bright guy. He uses, of course, the VL as its primary investing tool.
I've been so busy this weekend, I haven't had a chance to look at the recent issue! I'm about to go take a look. I'm reading a great book (by the author of the Gorilla Game - great investment book):
"Living on the Fault Line: Managing for Shareholder Value in the Age of the Internet" by Geoffrey Moore.
I just bought a Palm IIIC yesterday for under $325. The cost includes shipping and taxes. A great buy, in my opinion.
http://www.palm.com/products/palmiiic/index.html
What I enjoy about VL is looking at the outstanding # of shares over the years. Nothing better than a decreasing outstanding share level, no debt, plenty of cash, and an excellent management team!
If Wrigley could only do something to increase the sales/earnings going forward, that balance sheet is excellent!
Always good to hear from you Kerry. Let me know of your thoughts anytime!
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