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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Thomas Mercer-Hursh who wrote (51872)7/4/2002 10:22:45 PM
From: chaz  Read Replies (1) of 54805
 
Thomas...

No I don't suggest we abandon GG. Far, far from it.

What I do suggest is that there are some things we can be looking at that GM didn't touch upon but which are instructive in themselves.

It may not be the best parallel, but instrument pilots work aroundd a set of personal minimums when approaching a landing at a weather obstructed airport. Some won't fly the approach below pattern altitude (800') while others will take it down to 200'. Each has his own safety margin rule.

We've been encouraged to learn more and more about fundamentals, and I felt this particular article contributed to that. We all set our own criteria, but I suspect many, or some, of us don't have any at all. For a long time, I didn't.

But knowing just a bit about the impact of options is not the same as learning a bit of how to evaluate a company's option policy and how it compares to others that interest me. It's another fundamental metric...and the article seemed to have many good ones.

BTW, orthogonal really slowed me down. I had to go look up the definition! Learn somethin' new...every damn day! Don't know whether to say thanks, or lite you up on the mudge thread. Maybe next time you won't get off so easy.

Chaz
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