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Investment Analysis Clubs / The BMW Method


Subject:  Re: Graco (GGG) Date:  2/10/2007  11:10 AM
Author:  TMFRichDad Number:  20942 of 42311


And of course, the negatives need to be examined:

The company has exposure to the housing market, both at the commercial side and at the retail level (via Home Depot.)

They have exposure to the mall construction market.

Their competitors are not going away.


Thank you for pointing out those key risks. It is precisely these risks that have kept me out of the shares todate. Everyone should consider these points carefully and not get all giddy with enthusiasm.

However, Mr. Market hasn't shown any desire to throw the shares away at bargain pricing, yet. Perhaps, a testiment to GGG's strength in management and its bright future.


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