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COPYRIGHT 2001 Daily News
Byline: Peter Siris
May 28--If you want to make money in the stock market, focusing on changes in supply can be more important than focusing on changes in demand. Most investors focus on demand. It's seductive to look at the growth of hot businesses, like computers, the Internet or even Razor scooters. But if you don't look at changes in supply, you can get blindsided or miss great investment opportunities.
Many of the best growth companies have thrived in environments where supply was contracting. Wal-Mart grew by building stores in slow-growing small towns. This doesn't sound like a great growth strategy, but it...
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