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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (8065)	8/28/1999 2:46:00 PM
From: David	of 78907

Paul: Thank you for your thoughts on CDEN. I remain intrigued. But your caution concerning earnings manipulation holds me back. <So earnings IMO are erratic and subject to manipulation as dental practices are bought and brought into the fold. (note: I claim no analytical, financial or dental skills here.) > Especially after CFO resignation. Any obvious signs of any such manipulation that you can detect???? I'm not sure that I am good a detecting these types of things. Also, I view this one for me as a DAIO type of investment, but in this case purchase of an extremely discounted business. The history (although short) makes the recent lows tempting. Curious why this company has fallen from grace so rapidly. Perhaps that's indication enough that something is not quite right, although it would certainly be nice if this was an example of extreme market inefficiency. Seems that this consolidation of dental/orthodontic practices was the rage not too long ago. Would appreciate any comments from Mike Burry if he happens to be reading these posts, who I know might be able to draw some analogies from his medical background. Yours & etc. Stern

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