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

To: cfimx who wrote (7236)	5/20/1999 3:36:00 PM
From: jeffbas	Read Replies (2) \| Respond to of 78565

On CLZR, reread my entire post and not just "twist" a piece of it to suit your fancy: Message 9622416 Then tell me the last time you know of that a company did a secondary at the kinds of prices we talk about that make value stocks. I would say that it is almost axiomatic that a secondary is never done at a value price. There IS a difference between a growth stock and a value stock. There is nothing wrong with either. This is a value thread.

To: cfimx who wrote (7236)	5/20/1999 10:14:00 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78565

Twister, you haven't been elected thread representative, so you might consider apologizing only on your own behalf, not the thread's. My past comments about Bob Davis and his picks and his investing style have probably been most critical. My opinion is this: Bob has a newsletter, and he performs VERY great detailed analysis on a very few stocks. Now for a number of possible reasons - bring attention to his newsletter, bring attention to his positions, bring attention to undervalued stocks, help people find potential bargains, etc. Bob posts here. One issue I have is that the stock base is limited. This results in about every few months a post here about the great undervalued state or the earnings growth or important news of --- MTY. MTY,MTY again and again. I think that's touty. Nevertheless, this leads us all always to the logical question: is MTY undervalued? My second issue then becomes that the picks are too tough for me to figure out. But easy enough if one is to believe and trust Bob's work and contacts. (which may be a profitable thing to do. I don't know.) My recollection is that Bob gets great comments on the detailed work he does, but I only recall one other person ever mentioning that he/she bought MTY. Based on my quick scan and the discussion on the other stock mentioned here now, it's not likely imo that more then a couple of people on this thread will now buy that stock either. If the research and effort done by Bob are helping Bob and his subscribers, that's great. Based on what I actually see people doing-- I don't think these stocks help anyone on this thread. And given my general distaste for detailed analysis, I don't think that Bob's methods for his stocks will work for anybody but Bob. That would be my opinion.