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Strategies & Market Trends : Value Investing

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To: Difco who wrote (43280)	7/31/2011 5:51:18 AM
From: Madharry	Read Replies (1) of 78625

brief update on aab.to. one of their larger position sue.to reported updated resource estimate looks like they have quite a bit of silver in addition to their gold. jennings capital recently intitiated coverage with a speculative buy on sue.to with a price target in the $4-5 range, closed at $1.65 on friday. apparently the peru guy has appointed a much more centered cabinet than what was expected. I continue to be very positive on aab.to at these prices as a long term holding. its over 7% of my portfolio now. I plan to hold until aab.to sells at a premium to NAV.

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