Electronic Contract Manufacture (ECM) Sector Message Board

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Strategies & Market Trends : Electronic Contract Manufacture (ECM) Sector

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To: jbe who wrote (1416)	4/4/1998 12:43:00 AM
From: Paul Senior	Read Replies (1) of 2542

Jbe: I'm gonna give you the advice you need, not the answers you asked for: If you have a method of investing then follow it man! You say you bought primarily because of good (free) cash flow (and that's how you invest), but now the situation has changed with these companies? So if the reason for your buying and owning these stocks has changed, GET OUT! Now, when ECM stocks are down, NOW you decide to check up on your investments?? Jeez: How many times are you going to repeat the Oxford experience? You plan your work, now work your plan! Follow your method! (Not saying I agree with the cash flow method you use, but rather that it's obvious the sell-point decision-making is incongruent with it.) Paul Senior

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