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Strategies & Market Trends : Value Investing
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gcrispin
To: Shane M who wrote (52565)10/25/2013 9:15:37 PM
From: Jim P.1 Recommendation   of 78777
 
I have found conference calls very useful if you listen to the same people for several quarters. The example you gave is a neutral to me. Considering that the issues you heard means the company is experimenting and has not found the answer they are looking for.
I have found single conference calls very useful in when companies are in turn around situations and the market is offering stock below book value. What the market is saying is fire sale prices and if management signals they have turned a corner the stock will react and likely you will have found a bargain. These signals will be clear even if not numerical. Consider the relief you would telegraph to people you have disappointed and use that as a measuring stick. It will be clear but considering this market and funding options, you may have to wait for another recession.
Not so sure it works on the upside as enthusiasm is contagious and rarely makes you money.
Jim
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