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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Kapusta Kid who wrote (11652)	4/30/2001 10:51:55 AM
From: Paul Senior	Read Replies (2) \| Respond to of 78614

rambling on about me and Computer Associates (CA): Sunday's NY Times had a powerfully negative article on CA. Almost unfailingly derogatory - or so it seemed to me as I read the article in horror and dread (my being a small stockholder). Perhaps I've just filtered out any positives that were there, but it seems unusual to me for the Times to slant the article so strongly and use unnamed sources so frequently in doing such a story. We maybe had a premonition of yesterday's article with Pete Kocmalski's 12/27/00 response here (to another negative media article on CA) where Pete said, "...my experiences with the company dampen my enthusiasm for the stock a bit." (The Times article implied, imo, that an inordinate number people who work for or deal with the company do not like CA.) I state the former paragraphs as to explain my panic dumping of my small position in the stock this morning. It's really about my fear and shame though. I don't know enough to either refute or accept the NY Times article, so I figure I don't know enough to be in the stock. I'm out at $32.21 (stock is $31.77 down $3.55). My buys were at 26 and then 18 1/4 so it's been a profitable trade for me. But I feel now like I must not have known what I was doing when I bought and that I still don't know now either as I sell in the downdraft. Disconcerting enough this am. to take away any of the positive feelings a good trade usually brings. Paul Senior