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Strategies & Market Trends : Value Investing

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From: Paul Senior8/11/2010 2:39:14 PM
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For a market down 230 points, I'm not yet getting the fills I would expect.

My few adds are: more HES, more MDU, more BBY, more GDL

finance.yahoo.com

GDL is my bet that more mergers/acquisitions will be done this year and that well-capitalized professional managers can arbitrage this successfully. GDL expense ratio is high; so too though is distribution yield. Unfortunately, the distribution is all return of capital. Doesn't give me much confidence that shareholder interests are prime consideration. So only a small wager for me on Mr. Gabelli and/or his team here.
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