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

To: Madharry who wrote (28561)	10/15/2007 10:48:13 PM
From: Paul Senior	Read Replies (4) \| Respond to of 78750

My opinion is that the value proposition for these two companies has never been explained here well enough to be convincing. Imo, BZP as a value is not explained (at current price) anywhere else on SI now either, from what I see. Lots of "I'm in; technicals show such and such; volume is x today; wow price is y today; I'm cutting back; thanks so-and-so for the tip", etc. Nothing I see about valuation. I have a little BZP. I admit to just following the crowd. I've no idea what fair value for this stock might be. I still have KHD. It's gone past fair value. Imo, it's a play on design/construction of plants related to cement/coal/minerals. A popular industry now, with stocks approaching, or at, highs. Doesn't bother me much if people are in or out -- or that I'm in (or out). Just that, if these companies (BZP, KHD, MFCAF) are among somebody's top holdings (and if that person has a decent size portfolio), it is crazy or gambling imo to hold such large positions in these, when the value of these is not clear or not discussed.