No. of Recommendations: 4
nagana -- congrats on your first official stock analysis. I give you a lot of credit for searching out a method first, and then sticking with it to gather all the data. Nice job! I'm wondering about how you feel about the process you did and did you find it worthwhile? What changes, if any, would you make with the next one?

Neil -- Earlier I agreed with Chris that it might be better to pick a company that everyone might invest in, rather than one picked at random. However, I changed my mind. Everyone is going to have a different idea of what's investable. One person's PEG is another's cash flow. Anyway, I went back to read your original post, and your intent was to learn about analysis with this board, not necessarily find companies to invest in. You can learn a lot from the bad ones, so I guess I change my vote to keep doing your random pick. BTW, your two random picks both generate a lot of free cash, so they don't look so random. Also, both bring up questions of capital allocation (ITG with the buy backs and dividend spurred by the activist, and ATRO with its recent acquisition (raising the issue of how to evaluate those). Both are good learning opportunities. Thanks for bringing them up.
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