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Strategies & Market Trends : Value Investing
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To: James Clarke who wrote (4877)8/30/1998 8:30:00 PM
From: Paul Senior  Read Replies (2) of 78508
 
Jim: Annoying? Not at all IMO. Your posts are important and add value for all of us. I will say that I find it unsettling that someone who is a paid professional value analyst, whose job it is (I presume) to analyze and recommend stocks and who apparently does this eight hours per day-- that person, for his own monies, is looking for market blips to raise cash and finds almost no values now worth buying for his own account. That you are not buying is scary to me since you have access to info and people on Wall Street. That you are not buying given the work you do, I find this to be a disconnect; I suspect I would find it to be even more disconcerting if I were a client of your firm. This all reinforces my feeling that value investors are better going it alone rather than giving funds to mutual funds who claim they are value investors but don't show they are eating their own cooking. Just my opinion, I mean no personal attack, just that there is a lot for me to learn still on how the world really works -g-. Paul.
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