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Investors' Roundtable / Rule Maker Companies


Subject:  Re: about that new ranker Date:  8/28/2000  7:16 PM
Author:  TMFVerve Number:  6983 of 8329

We have not considered redoing all the other spreadsheets, so the more difficult part has been how do we address the differences in scoring pre and post CKM.

Can we say "switching costs"?!

I'd love to make the Cash King Margin an official part of the RM Ranker scoring, but the difficulty is definitely in how it would damage the usefulness of comparison to our pre-CKM analyses.

One possibility would be to simply replace the Net Margin with the CKM. That would still create and apples/oranges problem, but at least the scoring guidelines would stay the same.


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