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Strategies & Market Trends : Value Investing

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From: Paul Senior	12/6/2006 5:49:02 PM
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Moving some money around, fwiw: Auto insurers: I'll take the DRCT buyout offer and move to build a position in NAHC (stated book value attracts). I've closed my PFE position. I sold about 10% of my remaining AEOS position. I'll take more lumps with television station owner YBTVA and sold today about 50% of my remaining shares at losses. I'll take just a very few more shares of DPTR today. Grommit's mention of ERF: ERF looks okay to me for a ltb&h. (I'm no expert though.) I have taken a very few shares today to start. NSS buyout closed. Moved some funds into a Rolex Yachtmaster. :>) finance.yahoo.com

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