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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: jeffbas who wrote (16200)	1/20/2003 5:06:33 AM
From: Bob Rudd	Read Replies (1) \| Respond to of 78594

Barrons Op ed: I seldom read these, but this one looked interesting - 'How Much Is the Met Worth?' Why some tech stocks are like art museums The key point of the article is that the Met doesn't generate FCF for owners because all excess is reinvested in the collections....Likewise, Intel and many other tech companies will never generate meaningful FCF because each product generations excess is necessarily re-invested in the next product generation. Stop loss orders: Like Jeffrey, I tend to buy on the way down...sometimes to disasterous effect, though. OTOH, I sometimes look at technical as well as fundamental criteria, and may sell if the technical picture changes - a major trendline is broken...but I don't use stoploss orders, because I figure they'll just get picked off. I use alerts then re-evaluate.