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I'm trying to setup a spreadsheet to do the rulemaker screens as explained in the book. In the process of doing so, I came across something that is puzzling. I've downloaded KO's financials from and couldn't get them to match up with the numbers in the book.

On page 246 of "Rule Breakers/Rule Makers", values are given for Coke (KO). The heading is "Fiscal 1998
(Through Second Quarter)". I found that these numbers are actually totals of four quarters ended 6/30/98. KO's fiscal year ends in December, according to goinvest. So instead of two quarters of data, there are four.

At this point, my original question was going to be should we use annual or quarterly data for the screens? But on page 248, under the same heading, "Fiscal 1998..." I have found that the data presented here is for one quarter, the second, ending 6/30/98.

Can someone explain this, please? And, what data should one use when screening companies, quarterly or annual?

Thanks, Don
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