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Strategies & Market Trends : Disciplined Investing, especially the NAIC way
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To: Steven Dopp who wrote (140)4/17/2001 5:58:30 PM
From: The Philosopher  Read Replies (1) of 469
 
We have had ADCT for some time in our club, and when it got into the 60s our SSG said sell. So we sold half our holding, more than covering our cost. So what we have left is cost free. But we should have believed the SSG and sold it all, obviously.

IMO it is a buy at these prices, but for the long term. I see it at low growth if any growth for the next year. After that, it will, IMO, return to reasonable growth. The SSG only lets you put in one growth rate. But you can hand calculate what you think the earnings will be in five years and just use that on the SSG (if you're using toolkit, just experiment until you find the growth rate that gives you that fifth year earnings figure.)

ADCT is also a prime example of a stock where it makes a difference where you start your growth line from. I understand that Toolkit 4 lets you move your growth line up and down.
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