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To: Israel who wrote (219072)2/5/2003 5:53:56 PM
From: Roads End  Read Replies (1) | Respond to of 436258
 
Israel, good call on EXPE. You don't owe an explanation and you are wasting energy with Grace on this one. This thing is going much lower. BTW, 3 years ago UAL had spreadsheets that had far more analysis than Grace has. Look where it got them. –g-



To: Israel who wrote (219072)2/5/2003 10:36:11 PM
From: GraceZ  Read Replies (2) | Respond to of 436258
 
The reason you go through a thorough investigation is so that you have conviction, either to hold long or hold short. If you know first hand from your own research what is going on in a company then if you find yourself holding a position that temporarily moves against you then you have the conviction to hold. It's hardly a futile exercise if it winds up supporting what you suspect to be true.


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