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Strategies & Market Trends : Buffettology

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To: Paul Senior who wrote (3075)	9/28/2002 6:28:31 PM
From: Shane M	Read Replies (1) of 4691

Paul, I guess the thing to me about some of these retail companies is they have long term numbers that look like buffett potential. To me there's got to be some kind of "moat" or "barrier" that lets a company get ROEs of 20-30% for 5 or more years. Is the leap really that far from candy, furniture, or ice cream to full out consumer retail? As far as companies go, I really only have interest in top tier companies should I venture further into retail. I'm having enough trouble convincing myself on these, I know I won't be able to pull the trigger on more marginal players. This seems to translate into growth with high ROE and lots of positive cashflow. BTW, you mentioned Emerson the other day. I pulled out my Dremel and noticed Emerson makes it. Pretty neat little tool. Shane

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