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Strategies & Market Trends : Value Investing

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To: Bill Wexler who wrote (28170)9/21/2007 9:58:45 AM
From: Spekulatius  Read Replies (3) of 72606
Bill, I found the evidence posted on indicating a relationship between you and Asensio pretty weak, but that's not why I posted this link. I did find a a note on the website that you are known for "Dire predictions etc." and some of you posts in SI indicate this as well. So I am guessing that you are playing the short side quite often.

You're an institutional money manager holding a million share block of BBY. You've been watching the bond market over the past few days, and the activity in PG, BUD, and MO.

I fail to see the relationship between BBY and the stocks you mentioned above except that they are in the consumer space. Physicists are no better than economicst to predict the stock market. The greatest Physicists of all, Isaac Newton, lost of lot of money in the South Sea Bubble.

Hence I try to avoid bubbles but i do look at numbers. BBY's numbers are good while the competition is bankrupting itself. That is bullish using my simple logic and I have a small bet in that I am right. If not I hope that some of my other bets using the same simple logic may be right.
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