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Strategies & Market Trends : Bonds, Currencies, Commodities and Index Futures

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To: Chip McVickar who wrote (11970)10/28/2010 11:41:10 AM
From: robert b furman1 Recommendation   of 12410
 
Hi Chip sorry about the delayed response.

I wanted to get back to your excellent idea about tech companies with great products,no debt,and high margins.

This would be a great place to build a list of applicable stocks.

I have not worked through your list,but was thinking that if we established a format of submitting our favorite stocks - it might make selection or portfolio weighting a simpler process.

So,I'd like to start the process format - feel free to add or delete.

Basic shares outstanding
Diluted shares outstanding
Per cent of insiders holdings,
Insider sales/buys (need a common time frame and source of information)
Debt level:
Cash and investments per share basic & diluted
Margins (need to look short and long ter time frames?)
Products (what might be interesting if we could develop a group score on barriers to entry).

Just a quick list and perhaps it is too busy.

If each person did their Due Diligence on their favorite stock - it could well expand our horizons of dynamic growth stocks.

Personally,I ship to the winner who recommends the best percent winner in 2012, a frozen catch of Alaskan Halibut and Rock fish!!

What do you think?

Bob
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