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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Stock Farmer who wrote (48739)	11/9/2001 1:56:25 PM
From: Uncle Frank	Read Replies (2) of 54805

Thanks for the interesting exercise, John, but I'm dismayed at how many subjective judgements needed to be made to arrive at your estimate of fcs. It leads me to fear that the results of any such calculation may be more of a reflection on the analyst's investing biases than statement of fact. As such, it may be more reasonable to rely on top line growth and gross product margins, which are not nearly as murky as earnings, as metrics. >> So our '00 FCF is: 1,296 - 218 - 163 = 915... Up from '99 FCF of 555 - 290 - 180 = 85 Even with your adjustments, that seems like quite an accomplishment. I'll be interested in your "cleansed" fcf calculation for fy01 to see if there's a trend. From your recent posts on the qcom and csco threads, I think you may be suffering from the same frustration as SOROS. As I said to him, You're a value investor who sees a window of opportunity closing because stocks are over valued by your standards. But there is no shortage off other investment categories... uf

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