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

To: Michael Burry who wrote (2726)	12/10/1997 11:53:00 AM
From: Ron Bower	Respond to of 78597

Mike, Your comments about talking with the company is a major concern. One does research on a stock and the numbers look good so you go into the call wanting to hear good things. When the company person gives the good info, it's what you are wanting to hear. They have a vested interest in making you believe things are good and you have an inclination to believe it. However, if you don't make the call, you are missing an important part of the analysis. Finding that the company has made an unreported expansion in the current quarter or that they are running at full capacity can often be a good indicators. It often isn't the overall comments made that become important, but the little things that are a part of the conversation. I believe you should make the calls, but remember the 'lie factor'. If you don't, you end up with conclusions based on the same information available to everyone. For what it's worth, Ron