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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Pirah Naman who wrote (39382)2/16/2001 12:14:56 PM
From: Seeker of Truth  Respond to of 54805
 
Pirah, you've convinced me. Any good long distance extrapolation should be based on the cash left after capital expenditures, not the profits. That was one reason for the superiority of an IBM investment over a chemical company investment.
Thank you.



To: Pirah Naman who wrote (39382)2/16/2001 12:48:01 PM
From: Uncle Frank  Read Replies (2) | Respond to of 54805
 
>> There are several of them which to me (based upon my calcs) appear attractively priced on the basis of free cash flow.

Hey now! You can't just waltz away after a remark like that. The protocol is that you must share both your methodology and your picks so we can nitpick them <gg>.

Give it up for the thread, Pirah.

uf


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