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

To: Paul Senior who wrote (28719)	10/27/2007 4:19:08 PM
From: Dale Baker	Read Replies (1) \| Respond to of 78751

When a company is building the framework for a valuable future operation, trying to model the results in 3-5 years is pure guesswork. What eactly will BZP discover? What will it cost them to build it all out? How much will they get for their power and oil then? Easier to take a small position, make sure you know the unfolding story and stick around as long as they execute. If they stumble, get out. Or buy more when they do badly, if I understand your averaging in model.