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Strategies & Market Trends : Value Investing

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To: E_K_S who wrote (51888)	7/13/2013 7:18:47 PM
From: Paul Senior	Read Replies (1) of 78673

re some stocks you mentioned: I keep looking at VALE and passing. Brazil stocks just have not been good for me. I'm holding FCX, gold producers, other miners -- and so I don't feel a compelling desire for something more (VALE). Noticed (after I sold) that there's been an insider buy at LEI. Given that, maybe I'll just continue to hold my stub remaining. Already have put enought time in with my losing LEI position, so I'm not so sure I want to hold many shares, if any. I hold a full position in SDCJF. Last add was early June. I'm expecting that I'll continue to hold SDCJF for a while.

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