Word: ands
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Dates: during 1990-1999
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So, in one of our wackier moments--racking our brains about how to force ourselves to learn these great new companies, with market capitalizations already north of $10 billion--we resorted to a Rotisserie League of our own, a stock Rotisserie League. In our league, which focuses on companies that...
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If we traded just Procter & Gamble and Bristol Myers at Cramer Berkowitz, we could know them inside out. But we wouldn't make much, let alone beat the averages. All the action in this year's market has been in stocks of the moment, those newly minted dotcoms or dotcom...
We like to know what the companies behind them do, what areas they are trying to dominate and what business cycles might hold them hostage. In short, we like to know as much about them as, say, the teams we pick each week in the pro-football Rotisserie League we...
The results have been spectacular. My sparring partner, my associate Matt Jacobs, and I, forced to pick 10 "teams" each to compete in the B2B Rotisserie League, have crash-coursed the whole 1999 new-stock lineup. We make our mistakes with phony money and save the real deal for the...