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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: om3 who wrote (23626)4/26/2000 5:47:00 PM
From: Mike Buckley  Read Replies (2) of 54805
 
Steve,

I'm going to respond to your question about additional thoughts regarding INTF . My first comment is actually in response to Stan's post that I somehow missed until I saw yours.

He wrote: For example, if a John Stichnoth or a StockHawk or a Mike Buckley, to name a few, make a recommendation, I'm going to look hard at what they have to say because I feel I 'know' these guys over the last 12 months more than someone who is relatively new. Even if the latter is very competent and very sincere. No dispersions meant on any new people here. But when I ask myself what I would do differently, one would be to take a second and third look when getting information from a lesser known source.

Putting me in the company of John and StockHawk is so flattering I think I'll buy the next breakfast for Stan. But I'd bet ten breakfasts that John and StockHawk would agree with me that Stan should ammend his thinking to say that he should get second, third, fourth and fifth looks when getting information from anyone regardless of the confidence he has in the author of a piece that originally piques his interest.

As I always say, "Don't make any investment decisions based on the stuff that comes from my keboard. Do your own homework." And I mean it.

My second comment is that I'm completely ignorant of the fundamentals behind INTF. I do remember reading the Hunt report and suggesting that people read it as a model of research according to the rules of Gorilla Gaming. But I also remember -- and correct me if I'm wrong -- that the author was very clear that INTF is not playing a Gorilla Game. That in itself should be a red flag that can be seen from one side of the Grand Canyon to the other.

So before we begin to wonder about the motives of the author or his employer or the quality of their research, let's now use this as a learning experience by continuing with the discussion about INTF. Is the setback in the price company-specific or market-specific? If there is a setback in the company's fundamentals, how much of a setback is it and how temporary might it or might it not be? What are the long-term implications of everything we have collectively learned about this company? I encourage anyone who invested in the company or decided not to as a result of their own research to pipe in and express some cogent ideas that will shed constructive light on the subject so we can all learn from whatever situation exists.

--Mike Buckley
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