just found the ‘fat pitch’ site = great learning experience. now, i must classify myself as a newbie to the world of investments; i understand the terms, etc etc but i lack a feel or maybe the maturity to put the pieces together for myself as yet.

your ccc methodology is clear and well thought out. i can understand it just fine.

now, a question: i had been learning my way around ‘seeking alpha’ and found this article on ‘cash cows’:

http://seekingalpha.com/articl.....m-barron-s

their research and yours produced different results. is it as simple as barron’s found companies sitting on a pile of cash produced in the past, and your ccc-criteria is finding companies on their way to building a pile of cash into the future?

if so, would you think there is a rationale or bias to selecting items from one list or the other — given the current market? or further, might you pair these lists with a secondary criteria, perhaps industry momentum or something, and say that the pair is suggesting what might be great choices for the now.

anyway, thought i’d ask, and great job on what you did.

ron