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Strategies & Market Trends : Let's Make REAL MONEY (Big, long-term cap. gains)
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To: Don S.Boller who wrote (53)12/21/1997 4:27:00 AM
From: Bill Wexler  Read Replies (1) of 135
 
My shopping list...

Besides the four core positions that I mentioned earlier, there are two stocks that intrigue me a great deal and I will consider buying...particularly if the market continues tanking and the prices become irresistable.

1) COO - a turnaround story which has become a growth story. The company was a manfacturer of contact lenses and vision care products and is now growing through new product development and excellent acquisitions. Management is topnotch.

2) ADSK - makers of Autocad. They hold a virtual monopoly on the design software market. Even though some people are worried that they face market share erosion from competitors like Visio, I don't beleive that this is the case. What's interesting is that they have not faced any pricing pressure whatsoever - the reason being that the exit cost for their customer base (which is enormous) would be too high...very similar to the way a company may be "locked in" to an operating system or database.

My general strategy for picking stocks to go long can be summarized in one word - patience. I am a firm believer in the Graham/Buffet theory of buying great businesses at fair prices. I also will never buy a business unless I have direct experience with its products.
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