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Show Technology and then acquired Neptune Motors. Even a company with a straightforward name like Electronic Memory and Magnetics decided to disguise what they did by changing their name to Titan Corp. which certainly didn't manufacture titans. But The Monday Marginals were quick to learn and over the years there was a flight to quality and to stocks of companies they could relate to and understand - Anheuser Busch and H. J. Heinz for food and drink, Rubermaid and GE for household goods and appliances, Long's for drugs, Motel 6 for rest and recreation, and perhaps the best performer of all - Browning Ferris for garbage and trash. Today The Monday Marginals can be proud of their portfolio and, I suspect, of their performance. Yet precise measure of their total return is not easy to come by. The impressive increase in value is a combination of income earned, dues, draws, gains and losses, all covered by a paper trail that is accurate and equitable among the members but difficult, if not impossible, to track by any husband who may wish to verify his share of this source of the community property. However, I am convinced that the impediments to obtaining or analyzing the data are not a deliberate ploy designed to deceive. These stem from the early days when limited resources prevented purchases in round lots. Every one of the original commitments was in odd lots. The broker provided the figure for total cost but after that until the time of sale the mathematics were left 3 |