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

To: Bill Wexler who wrote (28170)	9/21/2007 5:51:48 AM
From: Shtirlitz	Respond to of 78523

1. You didn't pay for that BBY with your own money. You are managing OPM. 2. BBY has nothing to do with Bond market, PG, BUD, MO. They are subject to their own dynamics. Consumers want electronics and they are beating the crap out of CC competition.

To: Bill Wexler who wrote (28170)	9/21/2007 9:58:45 AM
From: Spekulatius	Read Replies (3) \| Respond to of 78523

Bill, I found the evidence posted on ascensioexposed.com indicating a relationship between you and Asensio pretty weak, but that's not why I posted this link. I did find a a note on the website that you are known for "Dire predictions etc." and some of you posts in SI indicate this as well. So I am guessing that you are playing the short side quite often. You're an institutional money manager holding a million share block of BBY. You've been watching the bond market over the past few days, and the activity in PG, BUD, and MO. I fail to see the relationship between BBY and the stocks you mentioned above except that they are in the consumer space. Physicists are no better than economicst to predict the stock market. The greatest Physicists of all, Isaac Newton, lost of lot of money in the South Sea Bubble. Hence I try to avoid bubbles but i do look at numbers. BBY's numbers are good while the competition is bankrupting itself. That is bullish using my simple logic and I have a small bet in that I am right. If not I hope that some of my other bets using the same simple logic may be right.