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Strategies & Market Trends : Value Investing

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To: Bob Rudd who wrote (16714)	3/31/2003 5:19:54 PM
From: TimbaBear	Read Replies (1) of 78659

Bob Rudd Were these developed using screeners or did you dig into each one using the bottom up cash flow method you previously mentioned on the thread? Just glancing down the list, it doesn't look like you used any sort of debt-based filter - would I be correct in that? Well...... They're actually a mish-mash of sources. Some were indeed from screens. Some were recommendations on this or other threads. I crunched the numbers based on Yahoo's Financials for the last 4 quarters available. Except for the ones I own, I have not looked at the Edgar filings for any of them. While I am sensitive to debt loads for my own investments, a high ratio alone won't keep me away from an issue. Some companies actually do produce more than their cost of capital (Really, it could happen :~}). So, to summarize, these are from a variety of sources, they have survived many of my preliminary "smell" tests, but only quantitatively. Qualitative review would be necessary for me to invest in any of them. Hope I answered your questions, I feel like I rambled! Timba

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