Friends,

One of the questions I'm asked most frequently when I visit a chapter or speak at a national event is how long we should hold onto a company that's showing signs of faltering (usually discovered in the PERT-A graph in the course of pursuing defensive strategy). How long should we give management to correct the problem? How can we tell the difference between short-term, inconsequential problems that management should be able to overcome, and those that are more substantial and less likely to be fixed before it might damage our portfolio's performance. How many quarters should we give management to fix the problem?

This will be the topic of my show tomorrow evening, Thursday, November 5th, (http://www.blogtalkradio.com/ellis-traub) at 7:30PM Eastern (6:30PM Central). Many of you have opinions about this; and there are many among you who are far more diligent and patient in your research than I, who might have better answers than I do.

I'd like to have a good discussion on the air about it. This is something that should be of interest to everyone because it represents one of the judgment calls we make that, as a group, we seem to be least confident about than most.

Please join me, and please join the conversation. We'll all come away with something we didn't have when we started. Especially if we can get a lively discussion going. I'd be especially pleased if some of you who teach and who have good answers to these questions would share them with us.

You can listen either on your computer at the address above; or you can call in on the phone at (347) 857-3608 and listen. If you want to join the conversation, on the computer, click on the "Click to talk" button and sign in. If you're on the phone, just dial a "1." In either case, I'll see you in the queue and will open your line to chat. Please just give your first name and city when you do come on the air.

Thanks in advance. It should be a good half-hour.










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Ellis Traub

Take Stock

ETRAUB@FINANCIALITERACY.US

Reminder: Listen to "Take Stock with Ellis Traub"

every THursday evening at 7:30 Eastern, 6:30 Central