Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Paul Senior who wrote (17193)	6/10/2003 5:17:48 PM
From: sjemmeri	Respond to of 78753

Aren't they always pursuing other opportunities? >Or where the CFO is fired or resigns.

To: Paul Senior who wrote (17193)	6/10/2003 5:22:23 PM
From: Jurgis Bekepuris	Respond to of 78753

Avoids: - Excessive executive compensation - Excessive options or "pro-option" fighting management (Intel) - Banks, insurance, hospitals, almost all energy stocks, some services - Indication of management dishonesty or fraud unless it is dealt with decisively (watching "new" SGP). - "Opaque" country based companies: Bermuda, China, Latin America (there are exceptions, but the bar is definitely raised if a company is in one of these countries). - High debt levels (this is semi-valuation based). - Complicated company structure or operational structure (again not a definite avoid, just raises the bar). These are all non-valuation based avoids. Although I probably forget something. :-) Jurgis