Yes - It gave me a heads up on GIBG, which I traded, and, if I had held, would have turned out even better. PMOR the many times I have traded it is a wash, basically. CPQ and ALL, it was funny he picked them shortly after I picked them up, mixed results there. I own/have owned all the aforementioned.
His recent pick of EPIE is interesting. I think he also has done well with stuff like OTRKA OTRKB, even had a to the moon stock, NAVR, which ran when it became an internet stock. He's also had his share of debacles.
This is a FWIW, but George is an extremely bright and thoughtful person IMHO. That doesn't make him right all the time.
I subscribe to the letter, which is geared to the value investor. |
