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Velobob

08/16/02 11:42 AM

#4786 RE: LemonHead #4772

Thanks LH for sharing your efforts with the Board. Looking for some fresh, potential ideas myself.

Best Wishes
Bob

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LemonHead

12/01/02 4:31 PM

#6214 RE: LemonHead #4772

There have been some changes to the Mid-Caps with Moats Watch List (MS vol 2 num 5 11/15/02).

A watch list of 25 mid-cap companies with long-term advantages.

Mid-Caps with Moats

AFL,ADBE,BMET,BLK,FUN,CTAS,CEFT,CYTC,
DHR,DJ,EV,EXPD,FHCC,FISV,GD,GNTX,GDT,
RX,INTU,MHP,MCO,NTRS,SBUX,SYK,WTM...

Just a few ticker's amongst friends....


We had some changes as of 10/31/02.

Deletions: GD, AFL & SYK...

Additions: ADSK, HRB & ISCA...


Tom might know a thing or two about International Speedway.

Keith