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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (18045)11/18/2003 2:13:06 PM
From: Freedom Fighter  Read Replies (1) of 78745
 
Hi Paul,

Thanks a lot.

I still own my core position in Berkshire Hathaway.

Other than that, I've been doing a lot of selling.

I own a position in ABC (drug distribution) for awhile. I think the price is still reasonable.

I own a small position in Velcro (Velcf) for a couple of years that I am only very slightly positive on. It's been a disappointment to me. Earnings and sales have been down for a couple of years and I can't really tell how much of that is cyclical and how much is related to competition. Plus they had a portfolio of stocks and bonds worth over $4 per share that shrank a little when the stock bubble burst. I'm still holding, but I'm not too enthusiastic any more.

I own a position in LVLT in which I am under water about 30% in total (even more on some shares). I moved outside my circle of competence (assuming I really have one, ho ho) and it cost me. I like the story a real lot, but telecom has been in complete meltdown for a couple of years and the company is close to impossible to value.

I just made a very big score in RCNC junk bonds. Just sold them a few days ago.

I hate to admit this, but I've been putting some of my excess cash in gold and silver. I became bearish on the US Dollar before Warren made his recent announcement, but I wasn't sure which foreign currency or foreign currency fund to invest in. So I bought some gold coins and some CEF.

I am searching for ideas too. Someone on another board mentioned farmland and that made me recall Alico.

Wayne
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