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Strategies & Market Trends : Greenblatt's Little Book That Beats The Market -- Ignore unavailable to you. Want to Upgrade?


To: Bananawind who wrote (137)4/16/2007 4:45:29 PM
From: TheStockFairy  Respond to of 218
 
yes, it takes time. a long time.



To: Bananawind who wrote (137)4/18/2007 1:34:35 PM
From: bruwin  Read Replies (2) | Respond to of 218
 
From the list of :-

BLDR
CECO
FCX
PACR
WDC

the only stock I believe one should concentrate on is FCX.
It has the best comprehensive set of Fundamentals.
For one thing, BLDR's Operating Margin is currently too low to ensure an above average future price performance in the medium to longer term.
CECO's Turnover has been falling.
PACR's Turnover has also been fairly static and uninspiring of late.
WDC may be one to keep an eye on. Personally, I believe it's price deserves to be higher based on its current Fundamentals, and relatively low P/E.

Speaking for myself, Greenblatt has put together a good book, as I mentioned in my Message #135 on this Board. However, I believe he doesn't consider a sufficient number of Fundamental criteria when analyzing a company.
Though, what he does consider, is very relevant.



To: Bananawind who wrote (137)4/19/2007 2:39:25 PM
From: TheStockFairy  Respond to of 218
 
There's some big ups and downs in dem dere small caps. A portfolio of companies under 500mil market cap is going to give someone sea sickness.