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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?


To: Knighty Tin who wrote (67027)8/31/1999 1:40:00 PM
From: cardcounter  Read Replies (1) | Respond to of 132070
 
MB, long time no see and where's that beer you promised? :)

I'm reading some ibank research reports on CAP (competive advantage period - the length of time that investors expect a firm to invest cash at returns at greater than the cost of that capital). Is this legit, or is this a creative way to explain the valuations of today's stock and why its ok to pay for stocks at these levels?

BTW: Does Houston's weather ever improve?



To: Knighty Tin who wrote (67027)8/31/1999 3:27:00 PM
From: Freedom Fighter  Read Replies (1) | Respond to of 132070
 
Mike,

So let's see, we have the options week ramp job, end of month ramp job, banks are in trouble ramp job,...

Which day this year are we going to trade on the fundamentals? (g)

The dollar is getting wacked and bonds are off again.

Wayne



To: Knighty Tin who wrote (67027)9/1/1999 1:11:00 AM
From: Richard Nehrboss  Respond to of 132070
 
Point well taken... that type of company would rarely enter my sights.

As I mentioned on another thread. I want companies that throw off cash like Rod Smith throws off tackles.

Richard