David:
>> I've dropped my CTSL <<
Of the newsletter gurus, I like McCamant the best. He has had some very blind calls, but..... he works like an SOB to find good companies, early. I respect him, even if he's come up with some lame stuff. As the industry matures and scams or hype from management that is not supported by data become easier to differentiate from the true gems, I expect that his performance will only improve.
Murphy is - and has been - terrible, IMO. However, he also appears to be ethical, and I hope that his record will also improve. He also tries hard, but McCamant is down close to the ground, digging. If you watch the two of them at a meeting, McCamant is working harder, apparently taking less as given, and trying to fill every minute with potential productivity.
Sturza..... he probably has a better track record, but I've never been left feeling "full and satisfied" after eating one of his company reviews. Always seem a bit light to me.
Bottom line..... all three are working hard, and all three appear to be, IMO, ethical. McCamant is slow to let go of companies, having fallen in love with them, after the business plan fails. He must have lost virtually all of his subscriber base in '94 and again taken a big hit in '97. But, if you watch him on CNBC or look at his statements to the press, you can see that (1) he loves the sector, and (2) he never says much without providing balance.
At least two of the three of them lurk here at SI and read every word we say.
Rick |
