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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (28555)10/15/2007 8:39:22 PM
From: Madharry  Read Replies (1) of 78750
 
mfcaf, the khd spin-off, hit an all time high today of $8.50 before closing at a new high of $7 on relatively heavy volume. didnt see any pr. Joel Greenblatt is da Man. BZP hit 10. SIL still flirting with $21.
LEV keeps dropping. I am staying away from domestic retailers and financials. But then I have a much more focused portfolio with 15 names probably 80% of my exposure now.
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