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Author: xerohype Big red star, 1000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 121821  
Subject: Re: STOP THE POSTS, T-Rat's coming Date: 12/19/2000 11:03 PM
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Recommendations: 4
Congrats trenchrat! looks like you made it at 20,000!

Will the following people take the honors of using a few of the last posts to make an introduction (in the spirit of a Dean Martin Roast). In alphabetical order:

apevey
BruceBrown
Padavona
WooleyBooger
xerohype

Sorry about checking in late!

To atone below is the list of URLs for our KP portfolio project.

Thanks for the thinking of me.

-xerohype

-----

If your interested in a good solid stock picking project, join a group of us in the Kua`aina Partners board. Our aim is to select companies that will beat the official RM and RB portfolios (not too hard a task this year).
NEW Kua`aina Alterna-Rule Breaker (KARB) criteria: http://boards.fool.com/Message.asp?mid=13444144
NEW Kua`aina Alterna-Rule Maker (KARM) Criteria: http://boards.fool.com/Message.asp?mid=13444126
We are trying to analyze companies to set up our buys by Jan. 1, 2001.

Here are some of the stuff we've done for KARM compiled in this post by lynbee:
KP Board RM/RMR Posts:
http://boards.fool.com/Message.asp?mid=13608476

BRCD RM Ranker (lynbee)
http://boards.fool.com/Message.asp?mid=13464450
also see BRCD FFR correction (Phileo)
http://boards.fool.com/Message.asp?mid=13469633
BRCM RM Analysis (lynbee)
http://boards.fool.com/Message.asp?mid=13147395
EMC RM Ranker (lynbee)
http://boards.fool.com/Message.asp?mid=13404888
NITE RM Analysis (xerohype)
http://boards.fool.com/Message.asp?id=1330599002477017
NTAP RM Ranker (Debbrown)
http://boards.fool.com/Message.asp?mid=13445306
QCOM Analysis by xerohype
http://boards.fool.com/Message.asp?mid=13444167
SEBL RM Analysis, Part I (Phileo)
http://boards.fool.com/Message.asp?mid=13417450
SUNW Redux by mlc11
http://boards.fool.com/Message.asp?mid=13792124
AMAT Fisher Analysis by mlc11
http://boards.fool.com/Message.asp?mid=13780591
IMNX analysis by MikeGe
http://boards.fool.com/Message.asp?mid=13788384
ELN analysis by mlc11
http://boards.fool.com/Message.asp?mid=13777055
GS and LEH KARM Financials (Debbrown)
http://boards.fool.com/Message.asp?mid=13827327
GS KARM update for Q3 2000
http://boards.fool.com/Message.asp?mid=13830239
MER, SCH, NITE KARM Financials by Debbrown
http://boards.fool.com/Message.asp?mid=13836231
ITWO analysis (updated) by mlc11
http://boards.fool.com/Message.asp?mid=13839172
EMC, NTAP, SUNW and IBM KARM report by Debbrown
http://boards.fool.com/Message.asp?mid=13889666
JNPR KARM analysis by mlc11
http://boards.fool.com/Message.asp?mid=13895095
TXN KARM analysis by 1000
http://boards.fool.com/Message.asp?mid=13898018
DNA KARM report by omahafool
http://boards.fool.com/Message.asp?mid=13907301
More DNA info from mayacourt
http://boards.fool.com/Message.asp?mid=13909559
Biotech RM and KARM numbers by BWorthy
(Includes a look at ELN, AMGN, DNA, CHIR and SGP)
http://boards.fool.com/Message.asp?mid=13911402
More SUNW stuff by jayseae
http://boards.fool.com/Message.asp?mid=13917438
http://boards.fool.com/Message.asp?mid=13918192
http://boards.fool.com/Message.asp?mid=13920215
SEBL KARM report part deux by omahafool
http://boards.fool.com/Message.asp?mid=13921906
see reformatted version here:
http://boards.fool.com/Message.asp?mid=13922217


Rule Maker resources:
http://boards.fool.com/Message.asp?mid=13761131

KARB posts:

PMCS analysis by Phileo
http://boards.fool.com/Message.asp?mid=13455275
AVNX analysis by Phileo
http://boards.fool.com/Message.asp?mid=13557311
WIND analysis by xerohype
http://boards.fool.com/Message.asp?mid=13635406
CREE analysis by xerohype
http://boards.fool.com/Message.asp?mid=13539901
RMBS analysis by xerohype
http://boards.fool.com/Message.asp?mid=13771119
BEAS analysis by omahafool
Part I:
http://boards.fool.com/Message.asp?mid=13806071
Part II:
http://boards.fool.com/Message.asp?mid=13806080
Part III:
http://boards.fool.com/Message.asp?mid=13806087
MLNM as a KARB by bjanssen
http://boards.fool.com/Message.asp?mid=13796455
MLNM RB analysis by BWorthy
http://boards.fool.com/Message.asp?mid=13807272
VRTX analysis by mlc11
http://boards.fool.com/Message.asp?mid=13777120
EMLX analysis by Phileo
http://boards.fool.com/Message.asp?mid=13826729
SSTI analysis by Steve819
http://boards.fool.com/Message.asp?mid=13836195
RBAK analysis by xerohype
http://boards.fool.com/Message.asp?mid=13838579
PWER KARB analysis by ChevalierBlanc
Part A:
http://boards.fool.com/Message.asp?mid=13898540
Part B:
http://boards.fool.com/Message.asp?mid=13913316
ARMHY KARB Analysis by xerohype
http://boards.fool.com/Message.asp?mid=13905652
AMCC KARB analysis by xerohype
http://boards.fool.com/Message.asp?mid=13919095
VRTS KARB analysis by omahafool
http://boards.fool.com/Message.asp?mid=13922234
reformatted here:
http://boards.fool.com/Message.asp?mid=13922597

You too can write a KARB report, here's how:
Anatomy of a KARB report
http://boards.fool.com/Message.asp?mid=13776740

Spammer proposed the Kua`aina Alterna-Value (KAV) portfolio, modeled on the old Kua`aina Alterna BOring (KABO) portfolio.

KAV criteria by Spammer:
http://boards.fool.com/Message.asp?mid=13926384

Alternative methods for evaluating companies by Spammer
http://boards.fool.com/Message.asp?mid=13926922

Cedar Fair (FUN) KAV analysis
http://boards.fool.com/Message.asp?mid=13926753

INTC KAV analysis
http://boards.fool.com/Message.asp?mid=13928441

AMAT nomination for KAV by mlc11
http://boards.fool.com/Message.asp?mid=13932377

SSTI and AAPL nomination for KAV by xerohype
http://boards.fool.com/Message.asp?mid=13932976


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