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

To: Paul Senior who wrote (34086)	4/6/2009 4:23:02 PM
From: Madharry	Respond to of 78748

no disrespect intended but having been burned so far on mcgc and others, im a tad mistrustful of company and auditor approved valuations at this point. SInce you are so well diversified you are more protected than I when it comes to fraud mismanagement etc. I just find the disconnect between the bond valuations of the the lbos and managment valuation of the equities to be curious to say the least. My guess is that management might be saying if there were a market for this equity this is what it would price at in normal times. while the bond guys are looking at an existing market. this is all speculation on my part of course.

To: Paul Senior who wrote (34086)	4/6/2009 4:36:11 PM
From: Madharry	Respond to of 78748

small insider buys is right. those are smaller buys than I usually make as a small investor with no inside info. The sell signal put out by Mayo on the banks is very curious to me too. Interesting how it was picked up by the wsj and bloomberg. Is there an option expiry coming up soon? It doesnt seem to be a great stretch to predict that banks will continue to have large losses from charge off on consumer loans, credit card debt, and commercial real estate. But He doesnt seem to counterbalance that with any projections from how much the banks will make from foisting off bad loan indirectly to taxpayers and how much the banks will make in the next cylce when inflation grows interest rates are higher and we will still be earning nothing on our checking accounts.