Paul,
A fair response...but that's why they hold horse-races....
There is one point that I'd like to clear up - in your response you imply that I only post about MTY, which further implies that I am vigorously touting only one stock. However, The Napeague Letter follows a number of stocks, as you will see if you visit its Web Site at napeague.com. At the moment I have relatively positive feelings about MTY, but a review of the stocks followed will show you that TNL can and does react to negative information (see CLZR...)
You made a very good point in your response - "IMO, to invest in this stock, you've got to know the company or know Bob Davis." Well, the intent of The Napeague Letter is to help its readers get to "know the company". It does this by going beyond the superficial "analysis" offered by many investment services, with their dependence upon simplistic ratios, and digs into the Company itself through its SEC filings, industry and competitor studies, meetings with company management, and on occasion, primary research. Hopefully, the resulting Analysis will help you "to know the company".
I'm not sure that you can "know Bob Davis" through The Napeague Letter, but I do provide a somewhat verifiable biography on the Web Site, and readers have commented on the quirky insights into my psyche which can be gleaned from my writing.
Bob Davis |
