Subject: Re: A new Idea
Very brave conclusions, based on just one bad and one good year.
Ah, yes. But this idea came from Jim (mungofitch)! ;-)
Puts together several good factors:
* A highly ranked set of companies (the top 1000 companies by market capitalization in the United States)
* Valueline Timeliness rating
* High return-on-equity (ROE)
* High 5-year revenue growth
* Infequent trading
* Equal weighted, not cap-weighted
Seems arguably better than just picking a random 15% of the Russell 1000 stocks.