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

To: Madharry who wrote (23211)	1/24/2006 7:59:30 PM
From: Paul Senior	Read Replies (2) \| Respond to of 78729

Madharry. re: GROW. It's no value stock imo. Crossy, on his thread, makes the argument that it is. I'm buying because the stock could be a growth stock. On the one hand, I want to buy these companies when they appear as "values" to me. CLMS is such now at current price. OTOH, if someone just bought and held (a ltb&h) almost any of the companies in the sector - certainly the big ones I'm looking at - they would've done well (by my standards anyway) regardless of what they paid for their stocks: finance.yahoo.com The stocks in the sector appear to be at all time highs. If one believes enough-is-enough and we're seeing a multiyear top//value if it exists offers no margin of safety, etc., then the stocks (GROW included)are, imo an avoid. GROW is small and growing assets faster than the bigger competitors. It's got mutual funds in the natural resource arena, and those stocks and the fund are booming. For me, GROW is one of those stocks that I'd rather be in and watch for a couple or more quarters, than be out of. By buying now I hope I am not just fooling myself into betting on the past favorable trend in stock prices. But that is certainly possible.