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

To: Paul Senior who wrote (4260)	6/11/1998 9:49:00 PM
From: jeffbas	Read Replies (1) \| Respond to of 78958

I checked my Insider Trader to test how up to date YAHOO is. On Oakley, OO, chairman was reported this past week as buying 1/2 million shares at the end of May. March is the latest trades on YAHOO.

To: Paul Senior who wrote (4260)	6/12/1998 4:19:00 PM
From: Count de Monie	Read Replies (2) \| Respond to of 78958

Awhile back I said CYMI can be bought at below 17, when the price was around 22. CYMI is now 15. Is this the bottom? My instinct tells me CYMI can go lower in the next three months. Yet at 15 CYMI is a steal for those who can wait 3 years. Should I go with my instinct and wait? Count de Monie

To: Paul Senior who wrote (4260)	6/12/1998 6:50:00 PM
From: Michael Burry	Read Replies (1) \| Respond to of 78958

Insider trading? Helpful info? There have been several people trying to trade portfolios based on insider trading analysis. Does anyone know all of them? Most haven't been too successful, IMO. Even the InsiderTrader seems to lag in his picks. My own pick based primarily on insider trades was BMC. So now it's 1/2 the price of the "significant" insider buys. I'm sure the information can be helpful, but I'm not sure the conventional ways of analyzing it are necessarily correct. I'm thinking my mistake was putting too much emphasis on the insider trading, even to the point it allowed me to overlook fundamental flaws and warning signs. Mike