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

To: Ron Bower who wrote (4280)	6/16/1998 10:47:00 PM
From: Paul Senior	Respond to of 78958

Hi Ron. No, I don't feel comfortable with insiders holding large positions of the company. I think they have a tendency to run the biz. as if it's their own private honey pot. But that's true as well (IMO) with many of these entrenched managements (and they get these darn humongous option deals ---yech.) Sometimes though (maybe always), investing is about living with paradoxes. If the stock price of the owner/manager co. looks right, I'll buy (e.g. VO, ICOC, CCN, OEA, etc.); sometimes I'll just build a small position over a period of years as I get used to management (e.g. Block Drug=BLOCA). Although I have no idea how any of these owner/managers actually spend their SG&A monies, and I'm very much subject to somebody's personal whim on what the business model will be (e.g. VO) Paul