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To: shakedown who wrote (11821)1/5/2003 3:11:11 PM
From: DaveAu  Respond to of 14101
 
Warren, very nice.

From that article:

<<"All I basically do is look for inexpensive stocks relative to their growth potential with competent management," he says." >>

Seems like Tom Stanley has a different view of management than the SH bashers.

<<In mid-December, he had only 15 stocks in his portfolio,>>

Not like some mutual funds that take a shotgun approach and buy the whole sector. Tom obviously studies each of his holdings in detail. He has probably had extensive talks with RK and knows more than all of us.

Dave



To: shakedown who wrote (11821)1/5/2003 5:52:31 PM
From: Montana Wildhack  Read Replies (1) | Respond to of 14101
 
Warren,

I understand that's on the front page of their business
section.

This should also dispel some of the doubts I've heard
talked about that it wasn't Tom Stanley directly involved.

What I found most interesting was:

This fits into another strategy Stanley employs: favouring companies "where management eats its own cooking."

There is zero doubt that Tom Stanely knew about the
shares controversy. This issue has two polarized camps
and I agree the owner of record was changed and this
properly triggered the visibility of insider ownership.
It's difficult to refute that Mr Stanley is satisfied
about this situation which is a core criteria for him.

This is much better in my opinion than analyst coverage.

And far more interesting than people digging up old postings
looking for self worth. That issue is this. Pointing out
that someone was wrong in the past furthers no argument
and can only be about ego. If every message was deemed
to be 100% accurate instead of a discussion - they would
be called announcements and not postings. Everyone has
been wrong and will be again whether they have won on this
or that stock or not. It's a false trap since most people
reading are aware of where the writers themselves have been
wrong. The writers don't see this because that's not
their motivation. There's a lot of this out there and
thankfully almost none on this board where posters seem
primarily interested in determining whether DMX will make
them money or aren't thinking about DMX at all.

Man I hope that final issue with the FDA gets resolved soon.
In the meantime I'd like to know more about what fuel we're
using right now.

Good luck to all.

Wolf