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Copy of post from HG:Screeing for gems board :-

Hi Mike,

I also own CMT and CRWS.

I indicated AXR on 9/14/06 -

Because I respect your feelings I will not show how much it as appreciated !!

It looks as though we are approaching investing from different angles but arriving at roughly the same type of shares.

Incidentally, I have been watching your involvement on CAPS (or lack of) and I am surprised you are not more active. I find personally CAPS VERY,VERY stimulating and would value your involvement in the future. I think the CAPS system will reward LONG TERM value investors in 4/5 years time when they slowly move up to the top of the rankings.At the moment the momentum crowd dominate but as all of us VALUE types know Mr Buffett is NOT wrong and VALUE will dominate over the LONG TERM.

Best regards,

Manucastle :)
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