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Ozzzy,
Thanks for your perspective, especially the part about conservatism. I am not concerned about wanting to buy stocks that are on hold, I am most concerned that fair value is so far from current value as to suggest that our thinking is stale - i.e. either sell or revise the value upward. A big negative margin of safety flies in the face of most sound investing theories. OTOH, if we label the valuation as a floor conservative value and forget the concept of potential appreciation - call it market relationship to conservative value - well those names suck, but you get my drift, right? TMF certainly does not want me to think that I am staring at 25% negative appreciation, do they?
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