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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Frank Walker who wrote (735)3/10/1999 6:31:00 PM
From: JRH  Read Replies (1) | Respond to of 54805
 
However, some companies can build in features that people want to buy, and produce this stuff very profitably. ATI's gross profit margin is 37% and has been steadily rising.

So what features does ATI build into their products that their competition doesn't? I have no arguments about ATI's profit or its management, but I need more than "they make money in a cut-throat industry" in order to add them. Keep the discussions coming!

Justin



To: Frank Walker who wrote (735)3/11/1999 2:09:00 AM
From: Uncle Frank  Read Replies (1) | Respond to of 54805
 
Thanks for the idea, ILG. You have a terrific nom de plume, and your portfolio lives up to it. Would you mind giving me some insight into your transformation from a trader to an investor? I may be headed that way muyself.

Frank


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