RE: TDNewcrest initiates w/BUY $34 TargetHi Joe,
Good words....I totally agree with all of them...we see many things in the same light. In many cases, if a business is so good then they can generate their own cash for growth & expansion. One of the related things I seek is net margins. I avoid Low net margin businesses but I love high margin companies such as Bennett, Home Capital, Cangene & Cryptologic. If it is truly a good business model then the net margins will be fat & this will convert into good capital appreciation over time. Cheers!!!