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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Pirah Naman who wrote (47904)10/15/2001 4:31:56 PM
From: Jurgis Bekepuris  Read Replies (2) of 54805
 
Pirah,

>>Care to educate about E distortions?
>Take a look at the items that make up the equity

For some reason I get the feeling that I am being
treated the mudge thread way... while Thomas
is getting the preferential treatment...
OK, it's up to you.

>>If you mean increasing debt, don't buy high d/e companies.
>Debt won't affect your E.

Yes, but it could affect your R dramatically increasing
the ROE. ;-)

>>>Note, I am not saying that the method described in
>>>Buffettology needs to be discarded; I'm just saying
>>>that as with any method, learn where the pitfalls are.

>>Care to elaborate?

>Better if you see it for yourself. Use your favorite
>stock screener for very high ROE companies. Use them
>in the spreadsheet. You can even compare the
>predicted outcome to historical outcome. :-)

I will repeat the request to elaborate.

Jurgis - hand-wave dismissal in any other form...
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