RULE MAKER PORTFOLIO

Rule Maker Portfolio
2001 Archives

2000, 1999, 1998

January, February, March, April, May, June, July, August, September, October, November, December

December

• 12/26/01 - Conservative Investors Sleep Well
• 12/19/01 - Let There Be Light!
• 12/12/01 - Positive News for Rule Maker Stocks
• 12/05/01 - Catching Up With the Makers

November

• 11/28/01 - Evaluating Immunex
• 11/21/01 - Thankful for Intel?
• 11/14/01 - What To Do With Rule Maker
• 11/07/01 - Yahoo! Should Go

October

• 10/31/01 - Ben Graham's Equation
• 10/25/01 - Not-So-Basic Basics
• 10/24/01 - Rule Maker's Bottom Line
• 10/23/01 - The Rule Maker XP-rience
• 10/18/01 - Is Rule Maker a Valid Strategy?
• 10/17/01 - Earnings Review
• 10/16/01 - Super Investors' Thoughts Unearthed
• 10/11/01 - Should We Sell Coke?
• 10/10/01 - After the High Tide
• 10/09/01 - Thanks to the Quiz
• 10/04/01 - Staying With Johnson & Johnson
• 10/03/01 - Great Investing Reading
• 10/02/01 - Shortcut to Money Basics

September

• 09/27/01 - Call Me Starbucks
• 09/26/01 - Morgan Stanley's Still Pricey
• 09/25/01 - Discounting Goldman Sachs
• 09/20/01 - Studying Citigroup
• 09/19/01 - My Investment Mistakes
• 09/18/01 - Catching Up With Pfizer
• 09/13/01 - Character of a Foolish Investor
• 09/12/01 - Essential Investing Knowledge
• 09/06/01 - Ignore EBITDA
• 09/05/01 - American Express' Albatross
• 09/04/01 - The Key to a Great Retirement

August

• 08/30/01 - A Simpler Way to Invest
• 08/29/01 - Do's and Don'ts of Investing
• 08/28/01 - Not Time to Buy Merck
• 08/23/01 - Four Tips for Disciplined Investing
• 08/22/01 - Brand on the Run
• 08/21/01 - Merck's Growth Potential
• 08/16/01 - Inside Merck's Sales Growth
• 08/15/01 - Don't Let Earnings Trick You
• 08/14/01 - No Formula for Greatness
• 08/09/01 - What Is Yahoo!, Anyway?
• 08/08/01 - Your Competitive Advantage
• 08/07/01 - Cisco's Stock Option Excess
• 08/02/01 - Is Merck Built to Last?
• 08/01/01 - Brown-Forman's Financials

July

• 07/31/01 - Should You Invest in Hooch?
• 07/26/01 - AmEx's No-Yield Portfolio
• 07/25/01 - Nokia's Ring Isn't Fading
• 07/24/01 - Cisco's Crash
• 07/19/01 - Is Microsoft a Keeper?
• 07/18/01 - Investing With Emotional Intelligence
• 07/17/01 - Don't Let Strategies Blindside You
• 07/12/01 - Don't Sacrifice Margin of Safety
• 07/11/01 - Tiffany's Rule Maker Eulogy
• 07/10/01 - Intel's Checkup
• 07/05/01 - Tiffany's Cash Flow
• 07/03/01 - The Skeptical Investor

June

• 06/28/01 - Does Tiffany's Inventory Matter?
• 06/27/01 - Tiffany vs. De Beers
• 06/26/01 - Super Investors' Thoughts Unearthed
• 06/21/01 - Industry Domination Is Not Enough
• 06/20/01 - Intel Weathers Industry Cycles
• 06/19/01 - Promise Less, Deliver More
• 06/14/01 - Should We Invest in Technology?
• 06/13/01 - A-Proxy-Mately How Much Do CEOs Make?
• 06/12/01 - Evaluating Intel's New Risk
• 06/07/01 - Microsoft's Predictable Revenue
• 06/06/01 - The Good, the Bad, and the Business Cycle
• 06/05/01 - A Long View of Cisco

May

• 05/31/01 - Don't Ignore Ratios
• 05/30/01 - Time to Boot Yahoo!
• 05/29/01 - Learning How to Beat the Market
• 05/24/01 - Peer-Pressure Investing
• 05/23/01 - Judging Intel's Top Brass
• 05/22/01 - Rule Maker Retrospective
• 05/17/01 - The Softer Side of Rule Maker Investing
• 05/16/01 - Anatomy of an Analyst
• 05/15/01 - Capital One's Risk Management
• 05/10/01 - Assessing eBay's Valuation
• 05/09/01 - Can Analysts Be Trusted?
• 05/08/01 - Capital One's Growth Engine
• 05/03/01 - Selling JDSU, Buying More T. Rowe
• 05/02/01 - FedEx Knows Brand Equity
• 05/01/01 - Who Should Invest in JDS Uniphase?

April

• 04/26/01 - Five Reasons to Admire eBay
• 04/25/01 - Ericsson vs. Nokia
• 04/24/01 - Capital One: Emerging Consumer Brand?
• 04/19/01 - Assessing Coke's Valuation
• 04/18/01 - Cisco's Relevance Revisited
• 04/17/01 - Should You Yahoo!?
• 04/12/01 - Bank of Nokia
• 04/11/01 - Microsoft's HailStorm
• 04/10/01 - Money Masters Show How It's Done
• 04/09/01 - The Secrets of Master Investors
• 04/06/01 - Earnings May Increase By 10%
• 04/05/01 - Goodwill's Real Value
• 04/04/01 - Inside American Express' Warning
• 04/03/01 - J&J's Savvy Acquisition
• 04/02/01 - Rule Maker to Buy J&J

March

• 03/30/01 - Coke vs. Pepsi
• 03/29/01 - Crunching Tellabs' Numbers
• 03/28/01 - Inside Intuit
• 03/27/01 - Two Kinds of Analysis You Must Do
• 03/26/01 - Maximize Your Research
• 03/23/01 - Eight Principles of Investing
• 03/22/01 - The Tellabs Connection
• 03/21/01 - Microsoft's Future
• 03/20/01 - Southwest Flies in the Lead
• 03/19/01 - Citigroup vs. American Express
• 03/16/01 - Meet American Express' Competition
• 03/15/01 - What Will Intel Be Worth in 2006?
• 03/14/01 - Indecent Inventory Exposure
• 03/13/01 - Secrets of Beating the Bear Market
• 03/12/01 - Four Common Investing Questions
• 03/09/01 - Sticking With Yahoo!
• 03/08/01 - Intuit's Core Business Conundrum
• 03/07/01 - Texas Instruments vs. Intel
• 03/06/01 - The Key to Schering-Plough's Profits
• 03/05/01 - Schering-Plough's Silver Lining
• 03/02/01 - The Art of Rule Maker Investing
• 03/01/01 - A Key Metric for Cisco

February

• 02/28/01 - High Debt = High Risk
• 02/27/01 - Lovely, Lovely Cash
• 02/26/01 - The High Profit Margin Advantage
• 02/23/01 - A Grossly Profitable Business
• 02/22/01 - Why Growth Matters
• 02/21/01 - Essential Investing Knowledge
• 02/20/01 - Cisco, Not Wal-Mart
• 02/16/01 - Is Siebel Overvalued?
• 02/15/01 - American Express Differentiates
• 02/14/01 - Investing Illusions
• 02/13/01 - Meet the Rule Makers
• 02/12/01 - Twenty Lifetime Investments
• 02/09/01 - Siebel's Repeat Revenue
• 02/08/01 - Most-Admired Rule Makers
• 02/07/01 - Follow the Competition
• 02/06/01 - Staying the Course With Coke
• 02/05/01 - Coke's Strides to Revive
• 02/02/01 - Siebel Dominates
• 02/01/01 - Betting on Schwab

January

• 01/31/01 - JDS Uniphase's Dilemma
• 01/30/01 - Any Rule Maker Steals Available?
• 01/29/01 - Mighty American Express
• 01/26/01 - Great Time to Invest?
• 01/25/01 - Sustaining Schwab's Strength
• 01/24/01 - Intel's Future Focus
• 01/23/01 - Rule Making Indexes
• 01/22/01 - Smaller Rule Maker Candidates
• 01/19/01 - My Wireless Investing Debacle
• 01/18/01 - Is Charles Schwab Worthy?
• 01/17/01 - Yahoo!'s True Value
• 01/16/01 - Applied Materials' Great Expectations
• 01/12/01 - Quality Over Valuation
• 01/11/01 - Fed Moves, Who Cares?
• 01/10/01 - That Slippery Foreign Currency
• 01/09/01 - Putting JDS Uniphase in Context
• 01/08/01 - Rule Maker Valuation Tools
• 01/05/01 - Lesson 2000: Valuation Matters
• 01/04/01 - Can Cisco Keep Its Talent?
• 01/03/01 - Internet Affects Working Capital
• 01/02/01 - Was JDS Uniphase a Mistake?