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

To: Paul Senior who wrote (3809)7/7/2006 9:32:10 PM
From: Shane M  Read Replies (1) | Respond to of 4691
 
Thanks Paul. I wasn't aware of the article but will cruise over to the website to try and find it. In addition to HTLD and KNX, another company that passes may of my screens is Oshkosh. It and Landstar both currently pass 7 of the 10 screens I use, but Oshkosh has never been at an attractive price. (I don't consider valuation in most screen I use, only company characteristics. The valuation parts is done seperately)



To: Paul Senior who wrote (3809)7/13/2006 11:36:15 PM
From: Shane M  Respond to of 4691
 
Paul, thanks for the head's up on the trucking industry analysis. pretty good article. I wish they ran more like that in the Journal.


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