Fundamental Value Investing Message Board

To: E_K_S who wrote (2124)	8/2/2012 8:52:10 PM
From: Sergio H	Read Replies (1) of 3037

I'm ok with dropping PM on the basis of its product. I second your idea of dropping stocks that have less than five votes. That would leave 17 if PM remains a candidate and 16 otherwise based on the voting tallies so far. This may change. I think we need to wait for Ox to finish his write-up(s), give a little time for more voting and then whittle down the top 15-17 picks to 10. Before we go further......Does anyone disagree with this so far? I would like to incorporate all of your suggestions once we get down to the final candidates. The elimination could be done several ways: (1) limit a certain number by sector, (2) eliminate by size and/or market Cap, (3) eliminate by risk/reward ie) expected total return if held three years and then annualize that number and rank the group, (4) sort the group by 5 year PE or many other approaches. Or selectively choose one of the candidate stocks to eliminate by making an argument against. You could compare similar candidate companies like F & CMI choosing the one to keep and the one to eliminate and/or just a simply reason to eliminate a stock.