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

To: Sergio H who wrote (2025)	7/23/2012 7:19:49 PM
From: E_K_S	Read Replies (1) \| Respond to of 4719

Hi Sergio - Not sure how you are classifying companies into sectors but it will eventually be important as our rules state no more than two companies per sector. ADM could be seen more as a commodity company especial w/ those 2% margins. Therefore, it is hard for them to compete for a position in the consumer staple group. ADM moves commodities and provides storage and some processing. GLW is a tough one to categorize to a particular sector too: Their Specialty material revenue is primarily from their Gorilla Glass used in tablets and smart phones. Display Technologies produces LCD glass which is now a commodity item and margins are razor thin. Telecommunications include their fibre optic cable and high end (high margin) optic amplifiers and optic/routers. Environmental Technologies include auto & truck diesel filters. Life Sciences includes test equipment for the medical industry. We have put GLW in the Industrial/Manufacturing group (along w/ many other excellent candidate stocks). Maybe we put back into high tech or stretch our definition and select medical (I would say that 50% or more of their revenues do come from all areas of the medical/research sector) and/or change our rule of no more than 2 companies in a sector. I think we need to be flexible on tagging a specific sector to our companies. There is a lot of overlap. Finally, I think COP was also nominated by Brian S. If not it should be and I would vote yes. goo.gl EKS