No. of Recommendations: 0

The following is just a couple quick commnets, not a deeply considered position:

What we need to agree on is a company that is well known and trades publicly on the NASDAQ or NYSE.

Why are you excluding the AMEX? And why the insistence on "well-known"? As long as the company is trading above $5 and is up to date in its filings with the SEC, that's good enough for me.

Here are my thoughts on a rough draft syllabus:
Create a profile overview for the company.

I'd suggest that, first, a profile for the industry has to be created. Understand the industry, and you can benchmark the companies.

Study the quality of the company, their character, their tone, etc.

The typical way those kinds of subjectives are determined is through on-site inspections and interviews with management, which are beyond the abilities of most of us and which some very good analysts think are a total distraction and waste of time.

Study the fundamentals, about 10 years back is nice.

Five years is plenty, especially if good comparatives are done with its peers.

Pricing strategies(including managing risk using price)

Buy cheap, cheap, cheap.

screening strategies (might be difficult with multiple platforms)

Are you talking about conventional ratio analysis?

trading and holding criteria (including risk management)

For all practical purposes, bonds can't be traded. So don't even mention the word, which isn't to say that a stop shouldn't be set and honored if things detriorate that far (or a hedge put on).

You say: I use the same process for bonds and equity, the journey and/or my portfolio guiding principles will dictate which is the prefered asset. I totally agree. It's the underlying company as it reveals itself within the context of its industry that matters. Going with the debt or the common (or both) is a very later decision.

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