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Re: mick post# 79767

Saturday, 10/29/2005 12:22:46 PM

Saturday, October 29, 2005 12:22:46 PM

Post# of 588714
Hi Mick,

TEVA is indeed my largest holding in my portfolio,
at no time is it less than 35% of it, sometimes a bit more.
As i once wrote, look at the longest range comperative
chart, and insert any other stocj you know, and see who
beats whom over the long term,

With another stocks,(including BRKa!)

Try inserting any other company you want into the comperative
box, and see the results.

An real eyeopener, is it not?
[Naturally an outstanding good performer in the past does
not neccesarily ensure future perform remains the same.]

In general i prefer Israeli companies, not because
they are necessarily better, but because:

a/A lot more info available for me in Hebrew and English,
in the israeli media.

b/I can always pick up the phone and chat with Headoffice
officials in Hebrew.... and pick up impressions, data,
and various tidbits to finalise the puzzel.

c/Most companies are close, i can always go inspect the
premises, casually interogating employees, nice chatting

d/Israeli companies have a double safety net(for me)
controlled by Israeli SEC and USA hardly a
chance of hanky panky stuff happening.(With both different
but strict measures the chances of comitting 'mischief' is
greatly reduced.)

e/some of the stocks are dually traded, in Tel-Aviv stock
exchange, as well as in the US, like TEVA, ESLT, and many others....

My choice and picks of the small caps Israeli companies
i own, plus targets are in