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Strategies & Market Trends : Value Investing

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To: Difco who wrote (43654)8/1/2011 12:14:53 PM
From: MCsweet  Read Replies (1) of 78625
 
AAB.TO AABVF,

I estimate core portfolio value (top publicly traded holdings) is down 7% in CAD from last pricing, although I expect them to add value over and above the performance of their core portfolio holdings. SUE.TO is down 10%, FMC.TO is up 8%, BSX.V is down 18%, etc.

I am holding a good sized position here and looking for a better buy point (i.e. bigger discount) to accumulate more.

MC
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