R. Richard Schweitzer

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25 Stocks Benjamin Graham Would Like

Examples: If you look at the list in the article, consider the sources of their capital (hey! look at that of B-H which Buffett regularly explains) and thus at the cost - any wonder at the predominance of insurors, in which the cost of capital consists of supplying the services of spreading risks (actuarially on lives), not taking risks, notably auto insurors are absent (probably due to costs of service provisions?) ?
Apr 28 08:24 am |Rating: 0 0 |Link to Comment |View article
25 Stocks Benjamin Graham Would Like

As a student of Graham, Dodd & Baker (actually mostly Dodd) some 60+ years back now, I note the subsequent omissions of considering "cost of capital" impacts.

Under one "theory" that is reflected (in part) indirectly in the P/E ratio, or at least the guess of that cost made by the financial market place is so refelcted.

What about that factor?
Apr 28 08:14 am |Rating: 0 0 |Link to Comment |View article

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Jim Cramer's Picks -
Sample

Better Choices - Cramer's Lightning Round (10/15/08)

by SA Editor Rachael Granby

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Wednesday, October 15.

Bullish Calls:

Continental Resources (CLR) -- "This is a remarkable decline. All of the high quality ones are down so much, I can't go against it. This is where you pull the trigger.
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R. Richard Schweitzer

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25 Stocks Benjamin Graham Would Like

25 Stocks Benjamin Graham Would Like

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Stock Market Opinion & Analysis