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Strategies & Market Trends
Professional Equity Analysis - the Pursuit of True Value
An SI Board Since January 1997
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102 13 0
Emcee:  Reginald Middleton Type:  Unmoderated
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77 winston, you made some excellent points in your analysis and i share your concecape radical-2/14/1997
76 >>>>The discount rate used should relfect the individual entities cReginald Middleton-2/14/1997
75 winston, thanks for your response. the first thing that an investor should alwacape radical-2/14/1997
74 <<1) If projecting future earnings is difficult, isn't projecting futWinston Chang-2/13/1997
73 "EVA speaks for itself and is a great means of determining whether a compaWinston Chang-2/13/1997
72 <i recently read a corporate finance journal and the author suggested that tReginald Middleton-2/13/1997
71 <1) If projecting future earnings is difficult, isn't projecting future Reginald Middleton-2/13/1997
70 i must say that i am a great fan of EVA and my own whacky way of discounting fucape radical-2/13/1997
69 One of the big reasons to use cash flow is that earnings are more likely to be mauser96-2/12/1997
68 Reginald, Great thread you have going on here. Let me posit several questions:Winston Chang-2/12/1997
67 I welcome discussion on the following article regarding the Dean Witter/Morgan Reginald Middleton-2/10/1997
66 The illustrative buyout scenario of Microsoft is modified and continued at rcmfReginald Middleton-2/6/1997
65 I don't "time" the market, so i will not put an estimate on the wReginald Middleton-2/5/1997
64 At what point in time do you expect your cashflow valuation to be attained - hoKevin OBrien-2/4/1997
63 Thank you for your compliments. Actually, I count Sales and Marketing as an invReginald Middleton-1/31/1997
62 first of all, your portfolio spreadsheet was very impressive. you definitely hacape radical-1/31/1997
61 i read arthur's HBR article a few months ago and agree that it is excellentcape radical-1/31/1997
60 I discussed EVA in my earlier posts and will do so more in the near future. IReginald Middleton-1/31/1997
59 I agree that there must be a better way to evaluate companies than projected emauser96-1/31/1997
58 Wild stuff Reggie, Sal was right you've got some serious "stuff"Stoctrash-1/30/1997
57 Here is an interesting excerpt from a post in the MSFT vs. NSCP thread: THE THReginald Middleton-1/30/1997
56 there was another typo in my model ressults post, the last set of figures were Reginald Middleton-1/30/1997
55 I'll look into it, since this is simply alpha trial, let's just consideReginald Middleton-1/30/1997
54 I think you may run into trouble using the name "Knowledgeware". TherKeith Hankin-1/30/1997
53 Before continuing with our MSFT LBO excersise, let's see how our shareware Reginald Middleton-1/30/1997
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