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

To: Spekulatius who wrote (3833)	11/9/2006 11:15:03 PM
From: Shane M	Respond to of 4691

It's strange that there was a big drop in HANS today. They announced the inquiry into options a few days ago and I understood it as a given that earnings would be delayed. Another holding of mine, Ceradyne CRDN just completed their restatements for options scamming, and the stock is recovering well now, but it was very weak until the investigation completed. I wonder if HANS will be the same? I have a rule (that I try sometimes unsuccessfully to follow <g>) that I don't average down into underwater positions, but I am tempted. With quarterly revs up 69% I don't get it.

To: Spekulatius who wrote (3833)	11/15/2006 3:52:32 PM
From: Paul Senior	Respond to of 4691

HANS. I agree. Stock may be a buy if growth can be maintained. I am buying a little for a speculative bet now. A gamble for a few shares. The stock's a buy for me at current price and p/e by a formulaic approach IF sales are maintained and IF net profit margins do not decline. I suspect on traditional Buffett style criteria... no way is it suitable. Similarly on traditional Graham criteria - no way with a company with this hot product and the stock's high p/book, p/earnings, p/sales.