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Pastimes : LVB Investment Group

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To: Nazbuster who wrote (901)1/26/1998 12:59:00 PM
From: Vanni Resta  Read Replies (1) of 1253
 
I don't know Daniel. I put out some really good ideas in that post

Message 3117866

and I spent a lot of time working on it.

Maybe because they were intimidated, or because no one is used to analyzing companies in that manner, no one really picked up on it. (And people have demonstrated they did not already know everything in my post. They do so by regularly stating many inaccuracies which show they understand little of the realities behind the points I was making. And each time, those inaccuracies go uncorrected, too.)

The only real response, other than the guy who kindly provided the exchange rate information, was that reply from Fahmy saying that margin expansion was not important, but sales growth was. Yes, it would be nice to have been a Beatle, too, but the simple fact is, there is little sales growth (2.3%). That is why margin growth is so much the focus.

These points came through loud and clear in the earnings release and conference call. Once again, though, nobody is picking up on it. So what is the point of posting information there? No one wants to talk about the real issues. Eveyone prefers to clutter the thread with shouts of "Go Creaf!", pointless guessing game contests, and lengthy attempts at "technical analysis" which go nowhere because they present no conclusions.

What other stocks are you interested in right now?

Happy Investing!

Yappity
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