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Thank you for the kind remarks. Your courtesy is certainly one of your more notable characteristics.
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The cheaper the paper, the more important the information. Peter Lynch.
A three day donut break??
Better order that bigger belt!!
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The cheaper the paper, the more important the information. Peter Lynch.
My model requires me to do a projecting of earnings growth over the next five years. I don't trust the analysts either, they are always high, but I have found that if you discount their projections significantly, look only at stocks that have a reasonably steady pattern of sales and earnings growth, and read the 10-K carefully, you can usually make a fairly good educated estimate of the growth prospects. Anyhow, it's worked for me so far.
I agree with you totally about reading balance sheets and discarding any companies with complex balance sheets or fancy financing.
One stock I like to keep an eye on is LIncare (LNCR). Except for a slight stumble in 97-98, which was a result of the government's change in the medicare reimbursement formula that sent many companies into bankruptcy including one local one I knew well, it has rock solid sales and earnings growth, a growing market, the best management in the industry IMO, and a simple business plan. It's fully valued right at the moment, but I like to add to my position on dips.
Another company I like a lot is Shaw Group, SGR. I have discussed it before here. I was lucky enough to locate it when it was having stock price pressures after Enron and picked some up around 20. It's also fairly valued at present, IMO, but again it's one I'll add to my position in in dips.
A third company I havn't bought yet but am keeping an occasional eye on is Expeditors International, though I haven't checked into it for a few months, so things may have happened that I'm not aware of. They lost their Ford contract, which was as I recall about 6% of their business, but I like their market and their management.
All these are, of course, merely my opinions and worth nothing more than that. But if you're interested in looking at a few smaller growth companies, these are, IMO, worth at least taking a glance at.
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The cheaper the paper, the more important the information. Peter Lynch.
Whew. That body sure IS authoritative.
But as to the other documents, you've got to stop printing them in ink that runs when you sweat on it.
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The cheaper the paper, the more important the information. Peter Lynch.
Duplicate. IH screwed up.
I only skinny dip in natural lakes. When I swim in man-made pools, I wear man-made apparel.
Nature to nature. Fake to fake.
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The cheaper the paper, the more important the information. Peter Lynch.
It is a lot of fun discussing all this with you folks
The problem is that you don't discuss, you pontificate, insult, and refuse to back up your promises.
Not much of "discussion" about that.
If that's how you get your kicks, that's fine.
But don't call it something it isn't.
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The cheaper the paper, the more important the information. Peter Lynch.
Okay everybody, quit mentioning Carolyn's fake ID. She doesn't want it brought up. So nobody mention or discuss the fact that she's underage. Okay?
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The cheaper the paper, the more important the information. Peter Lynch.
Okay, then.
Nighty night!
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The cheaper the paper, the more important the information. Peter Lynch.
I hope so.
Wanna come over and kid around?
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The cheaper the paper, the more important the information. Peter Lynch.
Absolutely. He loves playing with his boy toys.
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The cheaper the paper, the more important the information. Peter Lynch.
You want a pool dug? Just get Bob over here with his backhoe, and the problem will be getting him stopped before we have such a big hole we can't afford the concrete to line it.
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The cheaper the paper, the more important the information. Peter Lynch.
I decided to be really creative this year. I gave up moderation for Lent.
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The cheaper the paper, the more important the information. Peter Lynch.
What is your projection for their growth rate going forward? They had a nice bump up in 2000, but other than that their sales growth has been running about 11% -- not bad, but not a great growth stock. And their dependence on cheap power concerns me.
By my model, they're priced a bit steep, based on a 10% earnings growth rate. And their current PE is higher than their high PE for any of the past five years. The dividend isn't bad, approaching 2%, but they don't come up as a strong buy in my model. What do you know that I don't?
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The cheaper the paper, the more important the information. Peter Lynch.
You want negative messages?
Easy.
Go to your mailbox when you have a PM.
Remove it.
Use your browser back key to go back to the message.
Remove it again.
Do this as many times as you want. You can get as big a negative number as you have time to create!
Just an Easter Egg a few days early!
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The cheaper the paper, the more important the information. Peter Lynch.
So far all you do is toss names and insults around.
You have not provided a single argument to support your positions.
Your basic position is "I'm right and you're wrong because I say so."
Not particularly convincing to me.
Also, not the mark of an intelligent, educated person.
Try offering some proof of your assertions. If you have any to offer.
And as to ants, you made a blanket statement, I challenged you on it, you have chosen not to back up your statement. I will continue to call you on it until you either produce, or admit that you misspoke.
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The cheaper the paper, the more important the information. Peter Lynch.
And how would this disprove the existence of God?
Quite the contrary. It establishes a biological basis for divine experience. That doesn't prove the existence of God, but thoughtful people will have to take it as a serious piece of evidence.
It is, or course, impossible either to prove or disprove the existence of God, just as it is impossible to prove or disprove the existence of Spain. One's belief in the existence of eithe is based on one's perceptions of his or her experiences, how he or she chooses to interpret those perceptions, what statements made by other persons one chooses to believe or not belive, etc.
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The cheaper the paper, the more important the information. Peter Lynch.
you think maybe you are dealing with the under-educated, unsophisticated,
inexperienced, illiterate and gullible here?.
Not gullible. No.
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The cheaper the paper, the more important the information. Peter Lynch.
You have to realize that the resort to insult usually arises out of a person's frustration at the inability to express their thoughts intelligently and coherently.
Those whose thoughts are clear can express them clearly, and without the need for profanity.
I have become quite disappointed in ola, unfortunately. He seems unable to see any validity in any point of view other than his own. It's no wonder he's unhappy, and resorts to profanity as a consequence.
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The cheaper the paper, the more important the information. Peter Lynch.
I have never seen anything from the scientific community that proves the existence or nonexistence
of God.
Actually, there is evidence in neuro-biology that there is a specific area of our brain for religious belief, as there are areas for language, mathematics, color, etc.
Some people apparently have this area of their brain better developed than others.
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The cheaper the paper, the more important the information. Peter Lynch.
You do not have to experience
Spain to know with absolute, steadfast, iron bound, certainty that there is a Spain.
That is the crux of our difference.
Yes, I do.
Otherwise, everything I "know" is based purely on other peoples reports.
Now, those reports may be reliable. I believe they are.
But it is belief. They could all be funnin' with me.
I do not KNOW.
And as to the Spanish newspaper, well, I once was at a meeting in a hotel where a Star Trek convention was going on, and they had Vulcan newspaper there. And there were lots of people there who would have told me that Vulcan is a real place.
That doesn't make it so.
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The cheaper the paper, the more important the information. Peter Lynch.
Groan.
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The cheaper the paper, the more important the information. Peter Lynch.
It's a function of class warfare.
The rich never eat burnt toast.
Only the poor have to.
We need a federal program to replace any piece of burnt toast suffered by a working class person with a piece of unburnt toast taken from the plates of the aristocracy.
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The cheaper the paper, the more important the information. Peter Lynch.
Good one!
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The cheaper the paper, the more important the information. Peter Lynch.
I have no personal knowledge that Spain exists.
It is all hearsay.
I have to rely on the reports of others.
I have to believe they are telling the truth.
In fact, I do so believe.
But it IS belief. I have NO proof based on my personal knowledge, never having been there.
So no, I do NOT know that Spain exists. I DO believe it.
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The cheaper the paper, the more important the information. Peter Lynch.
Bingo.
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The cheaper the paper, the more important the information. Peter Lynch.
Actually, you're completely wrong about my motives.
It's not about my belief or non-belief in God.
It's about where knowledge comes from, what the nature of knowledge is, and the realization that at its root, all knowledge is based on belief and faith..
It's about being intellectually honest enough to recognize that.
At which point, and not until, we can begin to discuss whether certain beliefs and faiths are better grounded than others or not.
But you don't get there until you get past the "I know even though I'm only relying on the reports of others" stage.
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The cheaper the paper, the more important the information. Peter Lynch.
If I thought you were capable of discourse, I would pursue that.
But I've become convinced that you aren't.
So i won't.
You still haven't told me whether ants have wet dreams, even though you claimed you could answer any question about ant psychology.
So, were you lying, or are you going to tell me, with your source??
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The cheaper the paper, the more important the information. Peter Lynch.
Yep. Makes perfect sense to me.
I've been trying ot help you understand the nature of truth.
Losing proposition, I can see.
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The cheaper the paper, the more important the information. Peter Lynch.
Mine was a little attempted humor, too. Don't you recall the nursery rhyme about the kittens who lost their mittens?
Maybe you aren't a parent.
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The cheaper the paper, the more important the information. Peter Lynch.
I guess the answer is that one man's inanities are another man's wisdom.
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The cheaper the paper, the more important the information. Peter Lynch.
I know without any doubt, that France lies alongside Spain.
Maybe you've been there and seen it for yourself. (But even then, how do you know what is France and what is Spain??)
Personally, I don't know without any doubt that France lies alongside Spain.
I've never been there.
All I know is that lots of people say this. So as a working hypothesis I assume its truth.
But as to knowing it, nope.
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The cheaper the paper, the more important the information. Peter Lynch.
Perhaps about kittens who had lost theirs??
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The cheaper the paper, the more important the information. Peter Lynch.
I was just thinking of what Chas might look like in a costume
Please. I was eating.
Was being the operative word.
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The cheaper the paper, the more important the information. Peter Lynch.
Oh. I've never heard that, and none of my machines recommend it.
We need to descale regularly, because we have very hard water. But salt? Not aware of it.
Hangout is, indeed, getting interesting. Hope it stays that way and doesn't degerate.
Takes me back to the philsosophy bull sessions late at night in the college dorms, when the Meaning of the Universe was out our fingertips if only we could stretch another inch . ..
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The cheaper the paper, the more important the information. Peter Lynch.
He probably feels that he has passed this point of debate,
being secure and concrete in his beliefs he now may challenge people who are unsure or
re-examining their core beliefs.
But the issue, for me at least, is there any openmindedness? Being secure and concrete in one's beliefs should, IMO, NOT mean being closed minded to the possibility that there are still things to learn, ways to grow. It's that "I have the ANSWER, that's it, game over" mindset that gets me.
I'm secure in my beliefs at this time. But they are different beliefs than I had ten years ago. And I certainly hope they will be different beliefs ten years from now, in at least some ways. Otherwise, what 's the point in living?
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The cheaper the paper, the more important the information. Peter Lynch.
The point isn't conversion.
I agree. I wouldn't even attempt to convert ola, or anybody else.
The point, IMO, is to accept that we ALL base our lives on belief systems. That there is no certain knowledge in the world. And that it behooves all of us to recognize that our life philosophies are all based on belief, and that there is no certain way to be sure that ours are any better than anybody else's.
Obviously we believe at the present time that ours are right for us -- otherwise we would change them!
But IMO it's equally important to accept with tolerance that other belief systems may be right for other people.
I love discussing belief systems, and if mine change in the process, that's great.
What I don't accept is anybody trying to SELL me their belief system because THEY know it's right for ME. Whether their belief system is religious, agnostic, atheistic, scientific, rationalistic, humanistic, or anything else.
Discuss, yes. Bombast, no.
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The cheaper the paper, the more important the information. Peter Lynch.
Thank you, thank you (taking a bow).
It's amazing how people who criticize the intolerance of the religious when their beliefs are questioned are every bit as intolerant of those who question their own beliefs.
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The cheaper the paper, the more important the information. Peter Lynch.
I pay closer attention to those who disagree with
me than those who agree with me.
Damn. No wonder you're ignoring me! <bg>
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The cheaper the paper, the more important the information. Peter Lynch.
Round one to BoP on points.
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The cheaper the paper, the more important the information. Peter Lynch.