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Strategies & Market Trends : Value Investing

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To: doug5y who wrote (26509)4/10/2007 2:05:14 AM
From: Paul Senior  Read Replies (1) of 78704
 
Doug5y, yes, I have a few EDVMF. Attempting to add more now; not so willing to step up though. Should have listened to Madharry a month and half ago and a point and a half lower. That's been a good move (about 6 1/2 to 8), and so gives me some pause. Stock is still below a growing nav though.

As you allude, EDVMF can be kind of a black box where it's hard to understand the worth of what they own. Well, hard for me, anyway. I won't bet much more now, but if/as nav increases, I might be more willing to add substantially more then.

Since I have only a few EDVMF now, I'm not concerned about duplication/proxy/differences between or among EDVMF and other mineral stocks. Sorry now I sold CCJ when a key mine flooded last year: Looks like stock has moved from roughly 37 mid March to now 46 pretty quickly following the continuing price climb in uranium.

I hold a few shares of SIL. I have a decent size (for me) position in SU, having made several small purchases as price rose, my last buy being 12/13/05 @$66/19.
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