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To: Paul Senior who wrote (45221)	3/20/2006 3:45:52 PM
From: Sergio H	Respond to of 118717

Nothing to add on IDSY, since I've sold it. It's too expensive now and its up over 100% in the year since I brought it up on this thread. The reception I received then wasn't much more hospitable than the response you posted to me today. Sorry that your effort, although misguided, left you with a lack of energy.

To: Paul Senior who wrote (45221)	3/26/2006 2:15:59 PM
From: Rarebird	Respond to of 118717

>>UFPT is cheap because it's junk. Lousy roe, lousy profit margins.<< I agree. One should Focus on return on equity, not earnings per share. When I buy equities, I look for companies with high profit margins. It pays not to commit any resources to judging economic cycles (or politics). When any method for selecting stocks becomes popular, then switch to unpopular methods.