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

To: bruwin who wrote (21721)	7/20/2005 1:48:34 PM
From: Paul Senior	Read Replies (3) \| Respond to of 78659

HANS. I stay with my opinion. If HANS is in a niche market and if that market grows like people who've bid up the stock perhaps believe it might, KO, Pepsi, Cott - they will not only enter but they will bring their full resources - capital, distribution, broad geographical dispersion - to dominate and decimate the great returns HANS enjoys now. It's my opinion that a company can do okay as a small player in the food/beverage business, but if the profits are great in that niche or if that niche grows, the big boys have to, and will, enter. Imo, this is an important consideration in investing in one of these small companies in the sector. A consideration perhaps not accounted for if one only looks at an income or balance sheet. Nevertheless, at this point, HANS is/was a VERY good call by you. (Like Spekulatius, and anyone else who might be looking for stock ideas here, I only go from the post date, since that's the only point where I could have been made aware of the stock to make a purchase.) At this point, with the stock high, my opinion is that if the "Financial Fundamentals" that you are looking at and judging haven't changed in the past couple of months, but the stock price has, and so significantly too, it seems to me that those who are in the stock should be taking profits, and those who are out of it, should avoid it at current price. jmo. Here's somebody's else's also negative view: marketwatch.com

To: bruwin who wrote (21721)	7/20/2005 3:41:58 PM
From: bruwin	Read Replies (1) \| Respond to of 78659

"bruwin - read and learn what some of the posters say. your multiple-aliases didn't go over to well and your self-promotion didn't help either. there are a lot of intelligent-professional investors on this site. try to learn a bit before you post attacks against some fine individuals." That’s the message I found in my mail from "m ----". I’ll refrain, this time, from mentioning a name. As a matter of interest, I searched all the Boards in this Forum of "Value Investing" and could find no other reference to that individual. It seems "aliases" is not an uncommon occurrence. As I’m not able to reply in private, I’m "going public" in this regard. Now I intend making this the last reference to this rather boring topic. First and last, the puerile and misguided references to "multiple-aliases" and "self-promotion" don’t, in my opinion, warrant any further discussion. I’ve dealt with them. I certainly agree that there are "intelligent-professional investors on this site". I wouldn’t partake if one couldn’t have meaningful discussions with other investors who see Fundamental Analysis as very relevant to stock market investment. However, that doesn’t mean that I have to agree with everything they, or anyone else, says. I certainly don’t expect others to slavishly agree with my views. In my opinion, it’s the quality of what one bases one’s analysis on, and not on how fine the individual may, or may not, be. I fail to see how my comments on stocks can be defined as "attacks... on individuals". To the best of my knowledge, this is a public forum. If I wish to express an opinion, I’ll express it. I trust everyone else will as well. I more than welcome constructive debate and discussion on anything I may say. If folk are not prepared to adopt that approach and don’t like what I say, ... "Tough". Don’t read it, just ignore it. What I’m not prepared to accept, as I made clear to dale baker, is to have someone make derogatory remarks when they know little, or nothing, about me. "m ----" has no idea how long I’ve been involved in the stock market. Rest assured, I didn’t enter it yesterday or the day before. "m ----" also knows very little, if anything, about my stock market investment strategy. In fact, its primarily not mine, but originated from my friend and colleague Dr. Karl Posel D.Sc. Ph.D., who put his 30 years experience in the stock market, together with his intimate knowledge of Financial Statements, and their important relevance to company analysis, into several books on stock market investing. Professionals and academics such as Dr. Posel value their reputation, and as such, are very circumspect about putting anything into print which they cannot defend and substantiate. To the best of my knowledge, no one has found fault with any of his published works. And finally, I’m always vigilant about learning more about investing. Who can say that they know all there is to know ?! What I don’t need is a smart third party making snide and unwarranted remarks in that regard. Q.E.D.