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To: Sarmad Y. Hermiz who wrote (111020)10/24/2000 11:07:47 AM
From: Glenn D. Rudolph  Respond to of 164684
 
The Meeker Method of stock analysis is that the strong shall inherit the earth. She says she has always been focused on the alpha companies, the leaders, while remaining cautious about the also-rans. "Find great companies and stick with them. Buy them. Buy them on weakness," she says.

That isn't easy, of course, because at the beginning it isn't always apparent who the leaders are. But if you can identify them, that's where the riches lie, she argues. "In the technology world, 5% of the companies over the last 20 years have created 80% of the market value. In the Net, 7% have created 70% of the value," she says, and the market is reverting to the rule. What's been going on since March is a culling. Then, one-fifth had 70% of the value.


This is from a story in The Wall Street Journal. I am not trying to be negative but I seem to be missing the boat on the role of the analyst here. "the leaders, while remaining cautious about the also-rans. "Find great companies and stick with them. Buy them. Buy them on weakness," she says." The prior quote should be obvious.

"That isn't easy, of course, because at the beginning it isn't always apparent who the leaders are. But if you can identify them, that's where the riches lie, she argues. ""

Is it not the job of an analyst to help identify them? Otherwise, what is their purpose?

Glenn



To: Sarmad Y. Hermiz who wrote (111020)10/24/2000 11:48:33 AM
From: Bill Harmond  Read Replies (1) | Respond to of 164684
 
From hr 3825:

The sanctions applied with respect to Iraq under the Iraq Sanctions Act of 1990 (sections 586-586J of the Foreign Operations, Export Financing, and Related Programs Appropriations Act, 1991 (Public Law 101-513)) or any other provision of law shall not apply [my emphasis] with respect to the export of any food or other agricultural products (including fertilizer), medicines, medical supplies, medical instruments, or medical equipment, or with respect to travel incident to the sale or delivery of food or other agricultural products (including fertilizer), medicines, medical supplies, medical instruments, or medical equipment, to Iraq.

After re-reading your post I realize that this bill is apparently still in committee. The UN Security Council has dropped these sanctions, though.



To: Sarmad Y. Hermiz who wrote (111020)10/24/2000 1:18:55 PM
From: Robert Rose  Respond to of 164684
 
Sarmad, can you tell us your country of origin? Or if the U.S., that of your ancestors? It would help put your statements in greater context.

Disclaimer: I have nothing against anything you've said so far, despite the fact I don't agree with it all. In fact, since the Israeli point of view is so well represented here in the U.S., I think it's important to hear the other side. Nevertheless, it would be helpful for me to understand your remarks in greater context. Excuse me if you've already conveyed this info. I have not read all the posts regarding these political discussions.

tia and regards, Rob



To: Sarmad Y. Hermiz who wrote (111020)10/24/2000 1:24:46 PM
From: H James Morris  Read Replies (1) | Respond to of 164684
 
Sarmad, does Iraq have a Checkpoint (Chkp)?
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