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  • fabulouspoodle fabulouspoodle Jul 19, 2010 9:58 AM Flag

    What is the case for being long here ?

    hey ltf,

    I realize all that. What makes it a head scratcher to me is that smcays is an excellent value invsestor in his own right. I mean I'm not sure exactly what he searches for (other than general tangible book stuff, and he likes insider buying within a year) in his screens, but he has a lot of solid selections.

    I guess the point is I'm surprised that a strong (and long time) investor like sm, needs to scapegoat you for stocks he purchases. Sure, he may be following you into them, but he's astute and experienced enuf to take full responsibilty for his purchases...whether they move up or down.


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