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Strategies & Market Trends : Value Investing

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To: Grommit who wrote (19768)10/6/2004 9:35:33 PM
From: Paul Senior  Read Replies (1) of 78625
 
Those are some pretty good performers you have there, Grommit.

I'm still holding positions in OMM and SU. I've considered adding more on an average-up, but have just been too fearful.

I argued against KMI a couple years back--boy, was that ever wrong.
And as I've said, I gave up on steel (X, STLD) and coal (BTU)just before their great rises. Also sold BNI too soon. As I try to remind myself, "All human error is impatience, a premature renunciation of method" (Kafka). I'm holding on to CSX.

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For those interested in coal companies and their shippers (railroads), here's a current article: (Greenbrier is mentioned: that was a stock mentioned here by an illustrious thread member, if I recall correctly. Always seemed like a cigar butt, and I eventually just gave up somewhere around $6 --- Now near $25. Every dog has its day, I guess.)

yahoo.reuters.com
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