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Strategies & Market Trends : Value Investing
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To: James Clarke who wrote (28284)9/28/2007 6:10:18 AM
From: Madharry  Read Replies (1) of 78621
 
I think ive had a string of good weeks recently. I went from +4% on july 23 to -18% on august 23 to -5% as of yesterday for this quarter. However, I am confident that my portfolio could go up 30% from here and still be undervalued. My focused portfolio is vastly different from most on this thread being mostly natural resources and a couple of Macao stocks. What hurt me this quarter was RAS, MOG.to, and the severe tumble of uranium stocks, many dropped 50% from their highs. My largest speculation- gold explorer plg.to is down about 15% from its highs despite the increase in the price of gold. go figure.
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