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To: Paul Senior who wrote (4979)	9/7/1998 2:57:00 PM
From: James Clarke	Respond to of 78602

Maybe I got that out of his original work in the 1930s, which was clearly a very different market. Or maybe you're right and I just combined two sets of Graham rules which weren't meant to be combined. But thanks for breaking out the actual text and calling me on it. When I wrote that last night I couldn't cite anything because my copy is in my office. The bottom line is this - if buying every single net-net is profitable, then doing a little more homework and weeding out the garbage should be more profitable. You're right - its not purist Graham, but I'm not trying to do purist Graham (for instance, the extra Graham rules I posted above are not necessarily what I use to choose net-nets. Though I do like to see a dividend and I do like to see earnings.) JJC