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<<We talk about a business being "light" when the product it manufactures cost relatively little to store and distribute. Good examples are software (MSFT), Pharmceuticals (PFE, SGP), or Corn Syrup (KO) [note that the Coke bottles are not light, but they are not part of KO's business]. Harley-Davison's motorcycles are not light, they are heavy. The same would be true of BA's airplanes.>>

In other words, these are not "capital intensive" companies. Look for a high ratio of cash flow per shar over capital spending per share.

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