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Re: Vacationhouse post# 137041

Sunday, 08/03/2003 11:45:48 AM

Sunday, August 03, 2003 11:45:48 AM

Post# of 704044
Hi Vacationhouse!

Welcome to iHub!

It's really a very friendly place, once you get past the oft overzealous guard beast. I'm really a very friendly doggie, only I tend to go a little nuts late at night when my Haldol wears off. {g} But I always feel really sorry about it the next morning.

See?




As you may have guessed, Zeev is pretty much the honcho around here, although that's a title he wouldn't accept if his life depended on it, and I'm probably in for a lecture just for saying that. Boy, the stories I could tell you about him! But then I'd get another lecture. {g}

Anyhoo, along with being a scientist, inventor, international man of intrigue, and stock trader extraordinaire, Zeev is about as good as anybody I've ever seen at reading a balance sheet -- especially in tech companies, because he understands both the numbers and the technological side of things better than most of us ever could. So, when he said WAVX looks like a good chance for a BK it got my little doggie nose out of joint.

I'm sorry for growling at you!

BTW, Zeev is the first one to point out that he's not always right about things, and I hope he's wrong about WAVX for your sake. But I (and others here) have learned (often the hard way in my own case) that it pays to listen to Zeev no matter how sure we are that we are right and he is wrong. Which is not to say you should dump a holding based just on what he says, but it would definitely pay to dig very, very deeply into whatever issues make him feel negatively about the stock.

Again, welcome to the 'Hub.

(:

augie




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