EK

Q: hey bob why don't you be a sweety and throw up a List here of all the stocks that DO currently pass your test. Can't be more than 50 im guessing?

A: I have 133 stocks currently in my portfolio. Of those, 57 are on my
list of Badly Troubled Holdings, i.e. they aren't eligible for further
purchase, but I hold "some shares" (maybe tiny, maybe "material", often
on a fully PaidFor basis which exempts them from the kinds of scrutiny
and disposal that AtRisk holdings are subject to). I know

anyway that
they are troubled holdings, because I make a point of knowing such things,
it's just that in "many" cases I'm not going to be doing anything about
them, i.e. continuing to hold *anyway* despite what I know is wrong.
In most cases, the fatal flaws developed after I had owned them for
in some cases *very* long periods of time. The vast majority of serious
fatal flaws *generally* has been developed under the guidance of the
Greedspan promotions of criminal theft via preferential "stock buybacks"
fraudulently against the ownership rights of the continuing cash paid
public stockholders and similar such promotions of egregious freebie
stock options embezzlements facilitated by the criminally corrupt
Congress in quite recent years, mostly since 1998. There were some of
course before that, but the big drains of stockholders equity into the
hands of criminal cronies of managements have been in the past three
to five years, apparently in preparation for Great Depression II.
That leaves 133-57 = 76 things of which I own at least "some" shares
that *don't* have any fatal flaws (that I know about yet) and that are
somewhere between where I originally considered them buyable and where
I would be willing to provide some or all of my shares to the market at
the right selling price. It also leaves 31 things in a different watch
list which I am "thinking about", i.e. researching, for possible future
purchase. Those things have neither been accepted *nor* rejected but
meet at least some of my positive tests of acceptability (such as not
having already had fatal flaws identified while being actively covered
in the Value Line Investment Survey so that I and others, to whom I
might later want to sell my shares if I buy any, can get easy access
to a meaningfully long history of their business performance).
From time to time when somebody in the news group talks about a stock
where I have a really clear and distinct opinion based on my research
into stocks, I will share my notes with the group. I keep my notes,
incidentally, in the TC2000 system, for which a free CDROM is available
from http://www.tc2000.com. It's a neat system in that it not only
allows me to do my note taking efficiently but also always has a current
stock price chart right next to my notes in any of the fractals that I
like to look at (long term monthly for as much as 18 years into the past,
roughly four year weekly, roughly ten months daily, and about three
months daily). Even without the price update service (which I am buying
for an annual fee), the free CDROM provides a really nifty system for
*keeping* notes about more than 7000 stocks which have at least some
kind of a market available.
But as far as providing a "Bob stamp of approval" to *ANYTHING* of
any sort, UNH UNH! The closest I come to doing that kind of thing is
via my Trackers listserv which provides everyone on it with a detailed
analysis of *why* I did it and at what price usually within minutes but
almost always same day as each and every trade that I execute for my
own accounts. Absolutely free but requires an email request to me at
track...@dimensional.com, a verification step so that I can be sure that
I'm not spamming anybody with emails which typically run from 55 Kb on
up (to as much as 410 Kb for one email awhile back), and then waiting
until the fair and orderly, publicly accessible, continuous auction
market where I trade actually wants some of my shares or some of my
cash at prices where my order deck indicates that I'm willing to trade.
Something happens, I tell everybody on my list that I did something,
what I did, and why I did it. Nothing happens, I don't say anything.
This response doesn't get for you the list that you were asking for.
Actually, there is no such list other than in my own confidential files
which are susceptible to continuous revision as I do further research.
And I generally don't share the fact that I'm even *looking* at something
until *AFTER* I get an execution of one of my orders in the fair and
orderly, publicly accessible, continuous auction market where I trade,
and that only to the people on my free Trackers email list.
So there's your choices for info from me: open ended commentary in
the news group when I feel like providing some and Trackers email list
for exact details of my actual trades when I get something done, plus
of course the full range of information available 24/7 on my web site.
All of it of course absolutely free since I make my living trading stocks
and collecting the related dividends and interest income on things that
I own while I own them, not from any kind of fees or accounts, none of
which I accept from anybody.