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

To: Paul Senior who wrote (19799)	10/8/2004 1:03:07 PM
From: fmikehugo	Read Replies (1) \| Respond to of 78618

The resource on moats that is most objective and available to the average investor is Morningstar. "Size of Moat" is a standard parameter in their stock analysis.

To: Paul Senior who wrote (19799)	10/8/2004 5:36:18 PM
From: Madharry	Respond to of 78618

Your post makes a lot of sense in a world where information flows immediately to all. However we live in a world of imperfect information and fraud, and those hoped for profits and moats can disappear through either product recalls, competition or deceitful/incompetent management ( questionable convertible offerings) -not too mention external factors such as the price of oil on retail and restaurant sales. my experience to date, although anecdotal, indicates that the technical sell decisions have had a much better record than the fundamental sell decisions for me anyway.