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Strategies & Market Trends : Electronic Contract Manufacture (ECM) Sector
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To: MGV who wrote (1987)3/16/1999 11:41:00 PM
From: Paul Senior  Read Replies (1) of 2542
 
Darkgreen. When somebody does a TON of analytical research on the industry and particular stocks in it, and starts a thread on that industry, and continually signs his name to his posts month-after month, anyone diddy-bopping into the thread and posting numbers risks being asked a few pointed questions. Really, no one has been able to fault Paul K. on his numbers. But that's irrelevant. The important thing is that he has been spot on correct in every one of his predictions (IMO). I see in Smartmoney or something, about how great a following Tokyomex on SI has. For investment acumen though, and in considering risk/reward, long-term capital, real money gains, it's not possible to have beat some of the guys on this thread (JMO). And in concentrating their portfolios into the few stocks they knew and know well -- that's all they had to do.

I respect and honor that. But I still say that FLEX is overvalued -g-. ---At least I stopped selling down my position though. All JMO, Paul Senior
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