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Friday, August 22, 2008 

HURC, KCI

Hey,

I have hurc as a buy up till $68.17 and KCI a buy up to $44.76.

I'm not going to tell you to buy or sell anything, but I'll tell you what I do. I put my money where I think the best returns are.. and then I diversify as much as possible in those ideas. I don't follow INTC or STX. I only buy stocks that I think are undervalued for their growth by 100%.

Not bad so far,
Glen

-----Original Message-----
From: PAURIC SHEVLIN
Sent: Friday, August 22, 2008 3:29 PM
To: Glen
Subject: Question regarding HURC and KCI

Hi Glen,

How highly do you rate both the aboved named stocks? I am just inquiring as I hold stock on both INTC and STX and was thinking of selling them to buy both the above stocks on your recommendation, would I be wise to do this as I rate your opinion highly.

Regards,
Pauric

Glen, I discovered your blog today and so far I'm enjoying reading it. My question to you involves your strategy of buying undervalued high growth stocks. How do you decide when to pull the trigger and buy the stock (essentially calling a bottom on the 'hammering down' process). Many stocks out there are undervalued but continue to decline for a prolonged period of time.

Hey Anonymous,

I don't look at price channels or technical analysis or any of that stuff. That said, if a stock is falling, it's getting priced more attractively. If the fundamentals are growing and the price is falling, that's the case for most of the stocks that I buy into. A few thus far have been turn around plays. There's no real system to what I do, just following gut instincts and cutting losses to avoid the issue you brought up, the stock that just keeps falling.

in fact, hurc recently dumped out of my portfolio, kci has dumped once or twice and i bought back in, i haven't looked at hurc enough to buy back in yet... but it's on my agenda.

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