SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
From: Paul Senior7/15/2006 5:37:40 PM
   of 78656
 
I've started a small buy of new issue EXCO Resources this week and will likely add a bit more this upcoming week.

Totally "faith-based" "investing" on my part. (Investing in quotes because it can't be Graham investing if it's solely faith-based -g-). Not possible for me to evaluate this company. I hope though, that at least one or more of the value investors who are in this thing (according to Yahoo) have done some appropriate dd before they bought. I am merely following them in. (Hoping we're not all foolishly following a head lemming over a cliff.)

There's a Keeley fund.
There's a Marty Whitman fund.
Baron is in.
I see Boone Pickens is a large shareholder insider.

Oaktree Capital is in. Not familiar with them, I found their website. They say they don't accept high risk:

oaktreecapital.com

All jmo, and I ... and maybe some or all of these other guys... have been wrong many times.

finance.yahoo.com
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext