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Strategies & Market Trends : Value Investing
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To: Spekulatius who wrote (30616)4/10/2008 2:06:14 AM
From: Paul Senior  Read Replies (1) of 78751
 
I still hold WF. EXPGY.pk and RYCEY.pk data aren't easily available to me in format I like, so I will pass for now. I can find too many other opportunities that I like.

Not sure what I will do with these bdc's that are offering rights so that they can issue shares below book value. I likely will sell the rights (e.g. ARCCr and MCGCr) and not add additional shares now . My positions are so big and my losses so large that at some point I just say "enough" with this adding (averaging) down - regardless they are good buys now or not.
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