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Strategies & Market Trends : Value Investing

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To: E_K_S who wrote (28147)	9/20/2007 11:34:16 AM
From: Madharry	Read Replies (2) of 78748

i have a huge loss in RAS this quarter and will continue to hold and collect the dividend. happy to see they still have a european business going. my hope is that it will eventually recover. but its a big enough portfolio position for me given the risk that i decided not to increase my exposure . the class action suits seem to be without merit to me however there will be lots of tax loss selling. on a positive note my largest portfolio position plg.to got larger as its up 6.45% at the moment. Plg sells at close to a 25% discount to its investment in DGC at current prices and the ghana property is a huge option on gold.

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