blankmind, regarding an article on value investors, the Kahn Brothers, in latest edition of Barron's:
Nam Tai was mentioned favorably by them. I'm still holding my shares. In retrospect, sorry of course I didn't sell when stock hit 20's, a price area target we had discussed last year.
Also, fwiw,
They also discussed their holding of USEC, a controversial stock here of a couple of years ago. Buyers (I wasn't one) at that time (~$4) would be showing paper profits now (~$6, down from ~$10).
Here too is another media report of apparent value investors who also say they are buying MRK and BMY.
I notice they have a position in ANAT, a stock I hold and likely will be adding to next week.
A few weeks ago I started a small, exploratory position in MNY, another stock holding they have.
They like NITE. I've looked at it a couple of times and always passed. Can't remember why. Either lawsuits or trading volume declines or management scared me off. This stock often seems to be mentioned as a trade on other SI threads. I'll look at NITE again. Maybe now's a buy.
finance.yahoo.com
Paul Senior. |
