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


To: Paul Senior who wrote (17199)6/10/2003 6:47:44 PM
From: Jurgis Bekepuris  Read Replies (1) | Respond to of 78760
 
Paul,

"avoided buying any company advocated on Gorilla and King thread" - that was a cheap shot. :-(

Actually, I bought quite a few, sold quite a few and own one now (ARMHY - not a buy, but still a hold), which is my best performer since I bought it.

Jurgis - who just LOVES G&Ks at right prices...



To: Paul Senior who wrote (17199)6/10/2003 7:33:54 PM
From: jeffbas  Respond to of 78760
 
Additional types of companies I avoid if I can:

-family run or controlled companies

-any company where there is evidence of weak management

-companies in highly cyclical industries with a lot of debt