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

To: Jurgis Bekepuris who wrote (30962)	5/15/2008 2:25:45 PM
From: Paul Senior	Read Replies (2) \| Respond to of 78834

I'm not a guy to be impressed with all that "quantitative" stuff. Charts/graphs, rolling medians, standard deviations, unexplained and obscure (to me) methodology ("...intrinsic value is calculated based on two different approaches — namely, Monish Pabrai’s and Joe Ponzio’s.") Okay, the guy's a recent buyer of CRDN, and he wrote up his justifications for it. Overwhelmingly so. To me, it's like an engineer who has bought a new car and gives you too many logical reasons with supporting numbers as to why he made his decision. Whereupon the listener has the impression the engineer is trying to justify with reason and logic, the real but unacknowledged emotional driven purchase. Anyway, more simply looked at, both stocks have relatively high roe and low p/e. As such they both are included in Greenblatt's Magic Formula list.

To: Jurgis Bekepuris who wrote (30962)	5/15/2008 8:00:39 PM
From: Madharry	Read Replies (1) \| Respond to of 78834

I looked at this and the numbers do look impressive but whats missing for me is some conviction that the growth in the future will continue. It would seem to me that the liklihood of a democratic nominee winning the election and pushing to get out of iraq is not going to be real bullish for this stock. The analysis doesnt really help me understand the business or driver that might increase or decrease revenues and profit margins. its always curious to me when a stock drops by 50% and there is no insider buying . On the other hand there is at least one director who was exercising options and selling shares at $70 who recently exersized options and sold shares at $31.