Forum Archive Index - October 2000

["Krypt Or" <kryptz@hotmail.com>]

I'd like to make a couple of comments on the list:

1) 'Does the business have an identifiable consumer monopoly'.

Firstly Montana. I can't see why a wine producer could ever hold a monopoly. 
In the domestic market I (an avid wine drinker) rarely buy Montana and see 
no edge for them at all. Internationally they are just a small player with 
serious competition (I think) from the likes of Chile.
Moreover they are vulnerable to the seasons and disease - not a reliable!

IFT owning Wellington Airport and some of POT warrants a medium rating.

2) Are the earnings of the company strong and showing an upward trend*

TEL earnings are flat.

Also I feel not all weightings should be created equal, some are more 
important and should have a higher rating:

- Management Capability/Adequecy
- Does the business have an identifiable consumer monopoly

Finally - I agree with the slash and burn method - lets get a dozen to work 
on to get our 'Golden Four' otherwise it'll take too long.

Brian I have a feeling your >15s are not going to leave many companies on 
the board but maybe I will be pleasantly suprised!



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