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Strategies & Market Trends : Value Investing

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To: bruwin who wrote (24266)	7/7/2006 10:31:35 AM
From: Madharry	Read Replies (1) of 78753

I dont take issue with the way you anlayze companies and decide to make investments. It may not conform to the value parameters outlined in the thread header but then net nets are pretty hard to find now. We all have perceived notions of what is a value. What many regulars here are annoyed with are your unsubstantiated claims of unusually high returns on equity. As far as Im concerned C. Worth has been a very valuable contributor to this thread, in so far as his investment style is much more similar to ours as opposed to yours, so if you cant take the heat get out of the kitchen. My current overweight position is SIL which very few regulars on this thread would be willing to invest in. It has no revenues, its mine isnt complete, and its in a foreign country whose leader would like to nationalize everything. yet when I look at the company projections the company looks like its worth around $65 assuming the company mine gets completed, they meet their projections and the mine doesnt get nationalized. since the current price is $15.60 I feel the returns here outweigh the risks. If metal price continue to appreciate which I expect they will the returns will be even greater so I own shares as well as leaps.

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