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Strategies & Market Trends : Anthony @ Equity Investigations, Dear Anthony, -- Ignore unavailable to you. Want to Upgrade?


To: Harold Lehman who wrote (39959)7/3/1999 11:46:00 PM
From: Kevin Podsiadlik  Respond to of 122087
 
You didn't read my posting very closely, did you? I allowed for a possible miscommunication about what was meant by "a situation like WAVX", and spelled out very carefully what I meant, and you basically glossed over it and assumed I meant something else.

Tell me something, Harold. When a brokerage analyst downgrades a stock that you hold, do you go around calling them idiots, saying that their customers are sheep, or perhaps that they are part of some conspiracy against the stock, simply because they do not make public the details behind their reasoning (but rather releasing only to those that paid for it)? I should hope not, because this sort of thing happens between analysts and stocks on a daily basis.

And this is just how A@P operates. His pronouncements may not carry the weight of Merrill Lynch or Paine Webber, but his reputation among those who actually know him is nothing short of stellar.

No, Wave and Perfumania are not the same kind of company. But the psychology of the shareholders in both seem quite similar. This is of course not a basis for a short sale in itself, but it does create interest.

And on the mud-slinging part, while Anthony may dis companies, it's inevitably the long posters who are the first to make it personal.

Interesting theory about Claugus, but really, how much sense does it make for him to buy ahead of his own negative comments going public?

If it's any consolation, Barron's articles do tend to have a dubious long-term predictive value. But we'll let y'all worry about that.