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Investment Analysis Clubs / The BMW Method


Subject:  Re: BMW analysys of my portfolio Date:  12/15/2006  3:31 PM
Author:  theGreenMartian Number:  18556 of 42233

Are you sure that, "Have you taken each one of PFE's drugs, sales for each drug, and lined up the patent expiration dates to get an idea what might happen in the future? Have you done something similar with CHS's store counts to find out what each concept is contributing, where each concept is in its growth cycle, where margins are, where sales might go? What do you think about HD's move into non-store activities? How are you going to evaluate those?", will give you a better advantage in predicting the future than what you've read on this board? Additionally, are you sure by doing those things that your outcome would be very dissimilar?

you know, I'd answer but see that this discussion is already taking place, so....(no need for me!)

still, I'll say this - voting for willful ignorance seems like an odd approach but whatever works for you is ok with me (and good luck with your solo practice! nice job on your board)

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