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To: The Ox who wrote (3762)	10/16/2014 11:32:11 AM
From: bruwin	Read Replies (1) \| Respond to of 8239

A not unexpected comprehensive reply from you TO. I like to think that Buffett's approach in terms of interrogating a stock, before investing in it, is a sound one, as in ... Message 26423391 Of course, those aspects are what he looks for when trying to identify a company with 'Durable Competitive Advantage', and therefore they will be fairly stringent and demanding criteria. So one could possibly reduce some of the target percentages slightly to broaden one's search. But I'd say that the principles involved are probably sound ones, because the criteria, IMO, could be regarded as a Template. And therefore it would be most unlikely that a company's business performance would be poor if the percentage ratios calculated from a company's financials simultaneously met or exceeded those targets in that Template. And if the business performance were not poor, then it would probably be most likely that the share price would reflect that positive performance. So if the share price was reflecting that performance, and as long as those criteria were continued to be met on an ongoing basis, then I'd imagine one could invest in that company with some degree of confidence. Now if the general "market" was influenced by some occurrence that caused stock prices, in general, to decline then I'd say that that would be a good time to keep an eye on such a company because its price decline would probably have little to do with its own business performance but rather due to general "panic" or negative "market sentiment". That would be a good time to monitor its chart because eventually the "Horse", i.e. its Fundamentals, would lead the "Cart", i.e. its Technicals. I'd say that the period in the late 2008 to early 2009 was a fairly good example in that regard .....