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Strategies & Market Trends : Value Investing
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To: bruwin who wrote (24484)7/30/2006 5:08:13 PM
From: CrazyPete  Read Replies (1) of 78748
 
I don't think this really describes our fundamental disagreement.

I would say that you are guilty of "drinking your own bathwater" here. You've developed a strict set of filters that enable to you screen 1000s of companies down to a couple dozen "good apples" that you can reasonably investigate. These filters by necessity are going to knock out all sorts of great companies that don't fit your narrow financial model. That's fine: you're not greedy, you don't need to find all the good apples in the universe, you just want a few. But to then say that an apple is bad because it doesn't meet your criteria is too large a leap.

Specifically, any financial services company will fail your debt and interest expense criteria. That may well be a price you're prepared to pay (throwing out ALL financial services apples, good or bad), because the screen does a better job with other sorts of companies. Just don't argue that [GE, C, JPM, BAC, etc] all are bad companies because they violate your debt ratios, because that is nonsense.
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