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Subject:  next ck pick Date:  6/13/1998  11:10 AM
Author:  CEDC Number:  220 of 8329

I am a little concerned with the 5 picks nominated by our crack ck staff. Why you ask? Because nearly all the nominees have one or more criteria that do not meet ck status, e.g. CSCO (high flow), DELL (low margins), GE (low cash to LTD). Now before flaming me, I own all of these companies and believe they are great long-term investments. However, I believe an explanation is required regarding why you would select a stock with obvious ck criteria flaws over one that currently meets all the criteria. Otherwise, why have the criteria at all?

My thought is that you should select a company that meets all of the ck criteria today. My pick is PHB. Its only potential downside is that its not a "household" name (subjective), and its nomination arrived after the bell. Surely not reasons to eliminate a powerhouse company with a great future.

Enjoying this discussion immensely.

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