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Technology Stocks : Merrimac (MRM) anyone else follow 'em
MRM 1.685-0.9%3:57 PM EST
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To: FIFO_kid2 who wrote (43)9/24/1997 5:31:00 PM
From: Liatris Spicata   of 110
 
Jeffrey- Off Topic- Yes, I am slightly familiar with MIZR. I was looking at both APSG and MIZR several months ago, but unfortunately did not buy either one. I had not even looked at MIZR's price recently until I saw your post- Ouch!- also did not realize someone had started an SI thread on it. Shoulda guessed that since APSG soared, MIZR might be a good horse to ride. I didn't realize Nasgovitz owned a lot- I've been in the Heartland Value Fund for several years and have met Bill at a seminar. I had a favorable impression of him- any fund manager who excuses himself from a Q&A session because his 15 year old daughter is waiting back at his hotel gets a nod from me. I'm surprised he owns it, since he is not big on tech stocks in general. My strategy with the small caps differs from yours- I'm not able to be a momentum player. I try to spot undervalued companies and wait until it gets "discovered". Strategy has worked well for me with MRM, but I'm wondering if MRM's getting to be fully valued. Problem with your approach is these small caps can move very quickly once the crowd spots 'em, it can be hard to get on board- witness MRM the past week. I've been expecting a pullback and have been considering selling off some of my holdings, except small/microcaps seem finally to be getting their due. Larry
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