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| Preface | |
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| Acknowledgments-How This Book Came to Pass | |
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| The Anatomy of a Super Stock | |
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| Get Rich with the "Glitch" | |
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| Analyzing Super Stocks-In Search of "The Perfect Glitch" | |
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| What Makes the Glitch Twitch? | |
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| Tough Times Separate the Men from the Boys: A Warning First | |
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| They'll Bitch at the Glitch | |
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| "Success Has a Thousand Fathers, but Failure Is a Bastard." | |
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| Some Companies Make It-Some Don't | |
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| Valuation Analysis | |
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| Conventional Approaches to Stock Valuation-The Riddle: Ten Times Earning's Is too High and a Thousand Times Is Too Low | |
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| The Problem: If Left Field and Right Field Don't Work, Get Out of the Stadium | |
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| Earnings-Based Methods: The "Underpriced, Low P/E" School | |
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| The Growth Stock School of Thought | |
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| The Ben Graham Approach-"Remarkable but Not Enough." | |
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| The Solution | |
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| Pricing Is Everything-Use Price Sales Ratios | |
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| Bulls, Bears, and Turkeys | |
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| Understanding Price Sales Ratios (PSRs) | |
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| What Does the Relationship between Price and Sales Mean? A Case in Point: The Datapoint | |
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| A Super Stock Is a Super Company Bought at a Low PSR Relative to the Company's Size | |
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| What Is a Low PSR, What Is a High PSR, and Why? Studying the Solution | |
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| Getting the Right Slant on Stocks | |
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| Swimming Upstream as You Grow | |
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| A Fear of Heights | |
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| The Threshold of Never-Never Land | |
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| The Economics of Going Public | |
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| Price Research Ratios-The Cost of a Good Set of Brains | |
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| The Problem-Landing a Whale | |
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| What is the Price Research Ratio? Research Is Just a Commodity | |
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| Market Research Wags Technical Research: The Solution | |
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| Rules for Using PRRs | |
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| Problems with PRRs | |
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| Applying Price Sales Ratios to Nonsuper Stocks | |
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| PSRs, the Broader Concept | |
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| Lessons of the Past-PSRs in the Bull Market of the 1960s and Early 1970s | |
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| PSRs and the Great American Smokestack Stock | |
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| Use PSRs as THE Stock Market Timing Device | |
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| Fisher's Rules for Timing the Stock Market | |
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| PSRs in the "Garbage Dump" of the Stock Market | |
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| Fortunes from Failures-The Myth of the 1930s | |
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| Through the Time Warp | |
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| IBM Not a Growth Stock? Spectacular Profits with Low-PSR Stocks | |
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| What about All Those Great Companies? | |
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| Fundamental Analysis | |
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| Super Companies: The Business Aspects-Stalking Excellence | |
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| Basic Business Traits | |
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| Growth Orientation | |
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| Marketing Excellence: Quanta-Ray: "Underpromise; Overperform"-Customers Are the Best Salesmen | |
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| Is Management in Control of Marketing? How Are Sales and Service Handled? Find the Unfair Advantage: Does the Customer Get the "Best Bang for the Buck"? Labor Relations Are Critical | |
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| Financial Controls-Question the Answers | |
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| Avoid Risk-Avoid Competition | |
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| David and the Anteaters | |
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| Avoid the Places Anteaters Hang Out | |
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| The Japanese Zap Large Markets-Sometimes | |
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| Small (and Different) Is Beautiful | |
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| Remember Your Teddy Roosevelt-Walk Softly but Carry a Strong Balance Sheet | |
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| Who Stands behind the Financials? Who Has Controlling Interest? | |
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| Margin Analysis-All I Really Want in Life Is an Unfair Advantage | |
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| The Problem | |
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| Some Definitions | |
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| Look for Clues from the Past: Who Kicked the Sleeping Dog? When in Doubt, Ask! From Rags to Riches | |
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| Something Rather Unique Must Be Done | |
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| All I Really Want in Life Is an Unfair Advantage: High Market Share Can Be an Unfair Advantage | |
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| Relative Market Share Is More Powerful Still | |
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| Margin Analysis Continued-Formulas and Rules | |
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| A Forecasting Formula for Margin Analysis: Some Examples | |
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| Rules for Margin Analysis | |
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| No One Is Perfect-You Don't Have to Be | |
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| Dynamics | |
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| Into Action-There's Method to the Madness | |
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| Where Is the Magic Key? Opportunities Are Seldom Labeled: Scan for Low PSRs | |
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| Scan for Money-Losing Companies | |
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| Scan for Qualitative Assessments of Superior Companies | |
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| The Best Research Facilities Cost Nothing to Use | |
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| Take an Important Side Step in Time | |
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| The Key to Esoteric and Little-Known Publications | |
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| Avoid Competition from Wall Street | |
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| Visit the Company: Getting Your Foot in the Door | |
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| Contact Customers, Competitors, Suppliers, and Investment Professionals | |
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| It's Time to Reach a Conclusion | |
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| Bringing It All Back Home-When to Sell | |
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| When Is the Bloom off the Rose? Beware of Heights: There Is Nothing Like a Good Long Ride | |
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| After You've Sold, You've Reached the End of the Line | |
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| Verbatim Corporation-Disco Baby | |
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| Early History: The President Is Gone | |
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| A Competitor by Comparison | |
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| The Stock and the PSR: Taking the Plunge | |
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| The Competitive Nappers Wake Up | |
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| Smiling All the Way to the Bank | |
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| California Microwave-Ride the Wave | |
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| Early History | |
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| This Company Was Worth Further Investigation | |
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| Oops! The Other Shoe Drops | |
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| Taking the Plunge | |
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| Riding the Wave | |
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| New Blood | |
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| Everybody Loves a Happy Ending | |
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| Appendixes | |
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| Index | |