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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (43006)	6/15/2011 12:42:24 PM
From: Madharry	of 78673

'I own a ton of it and there there is a dividend while you wait. I will probably be trying to ride out most of my commodity positions here. seems like the speculators have come up with a simple equation dollar strong = commodities weak. it all seems to be about day trading, macro, risk on or off, but meanwhile as far a i know ttt and als.to have a lot of cash to deploy if the oppportunities are there and cmp-un.to continues to sell at a 30%+ discount to NAV. the discount for AAB.to i think is more than that and there is a dividend there too now. I still would rather own hard assets than dollar euros or yen. But I have been very wrong in 2011 so far. I was in and out of SNOFF in about two days. when i read the article and the first rebuttal I thought there was a lot wrong with the short thesis, but the company saying that they had been advised by legal that they could not buy back shares seemed ridiculous to me . especially given all the option repricing that has taken place over the years. After reading more about how the company charged with valuing the timberland had sampled less than 1% of it made me very nervous so i bailed.

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