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Strategies & Market Trends : Value Investing

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To: Michael Burry who wrote (3618)	3/25/1998 12:03:00 AM
From: Paul Senior	of 78670

Mike: best bet for stocks posted here: Problem is in determining which stocks to chose from the population of ignored stocks. There's a big bunch of ignored stocks on the thread! In the summaries of performance I did here a while back, it looked to me like it could be a possible bet to choose those stocks that three or more posters said they owned. Maybe even 2 or more posters. That would lead someone to buy SJP and WHX and DSWLF - all of which turned out very well (IMO). Now at least 4 of us are owners of ELAMF. (Come on ELAMF -g-.) And at least a couple of us own SWR, SFLX, NTAIF, FLEXF, and HDCO. (n.b. -- I'm one of this group, and I've been wrong many, many times before.) I didn't look at frequency of discussion, but it seems like frequency of posts indicates pro/con discussion which may or may not be indicative of a buying opportunity (IMO). Paul

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