No. of 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:


Sorry about checking in late!

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

Thanks for the thinking of me.



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:
NEW Kua`aina Alterna-Rule Maker (KARM) Criteria:
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:

BRCD RM Ranker (lynbee)
also see BRCD FFR correction (Phileo)
BRCM RM Analysis (lynbee)
EMC RM Ranker (lynbee)
NITE RM Analysis (xerohype)
NTAP RM Ranker (Debbrown)
QCOM Analysis by xerohype
SEBL RM Analysis, Part I (Phileo)
SUNW Redux by mlc11
AMAT Fisher Analysis by mlc11
IMNX analysis by MikeGe
ELN analysis by mlc11
GS and LEH KARM Financials (Debbrown)
GS KARM update for Q3 2000
MER, SCH, NITE KARM Financials by Debbrown
ITWO analysis (updated) by mlc11
EMC, NTAP, SUNW and IBM KARM report by Debbrown
JNPR KARM analysis by mlc11
TXN KARM analysis by 1000
DNA KARM report by omahafool
More DNA info from mayacourt
Biotech RM and KARM numbers by BWorthy
(Includes a look at ELN, AMGN, DNA, CHIR and SGP)
More SUNW stuff by jayseae
SEBL KARM report part deux by omahafool
see reformatted version here:

Rule Maker resources:

KARB posts:

PMCS analysis by Phileo
AVNX analysis by Phileo
WIND analysis by xerohype
CREE analysis by xerohype
RMBS analysis by xerohype
BEAS analysis by omahafool
Part I:
Part II:
Part III:
MLNM as a KARB by bjanssen
MLNM RB analysis by BWorthy
VRTX analysis by mlc11
EMLX analysis by Phileo
SSTI analysis by Steve819
RBAK analysis by xerohype
PWER KARB analysis by ChevalierBlanc
Part A:
Part B:
ARMHY KARB Analysis by xerohype
AMCC KARB analysis by xerohype
VRTS KARB analysis by omahafool
reformatted here:

You too can write a KARB report, here's how:
Anatomy of a KARB report

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

KAV criteria by Spammer:

Alternative methods for evaluating companies by Spammer

Cedar Fair (FUN) KAV analysis

INTC KAV analysis

AMAT nomination for KAV by mlc11

SSTI and AAPL nomination for KAV by xerohype

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