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Strategies & Market Trends : Value Investing

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To: Madharry who wrote (37859)	5/11/2010 11:52:26 AM
From: Paul Senior	of 78687

Yes, Altius was a good one, Madharry. I didn't look close enough at the time or something, and I missed understanding this pick of yours. Seems to still be a cash-in-search-of-a-mining-business. Looks like net assets are about $7.72 with stock price now higher than that now, so I'll pass. SLW. I could not see to hold that one. I decided I have no idea about the desirability or value of silver. Looks like at a double or so from your October post for you though. And when these mineral/metals/explor companies comprise a large portion of somebody's (your?) portfolio, that's been good or significant enough, it seems.

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