Saj Karsan

Harry Winston: Looking Below the Surface for True Value

Hi Kelev,

I'm sorry if you feel I didn't give the mine enough credit. I wasn't suggesting the mine is no good, but was rather making an overall point that reliance on one source of revenue and highly variable pricing is risky, from a "Value" investing perspective. The stock might very well be a buy to you, but I was highlighting the risks which cause "value" investors to stay away.