Brendan Watt: thanks for info on metals co's. I will look closer at PD. Looking for some of the same things you're interested in. Large ore bodies, geo. diversified, mineral/metal diversification, dividend, liquidity, misperceived as a gold extractor, primarily US or North Am. base.
Biggest $ positions I own include Bristol Myers and Abbott. I also have a relatively large # of Sensormatic(SRM)which hasn't been successful for me. I'm slowly reducing an outsized position in Toys R Us(TOY). One other long term holding which I'm not ready to mention. I'm diversified among a number of large bank and small insurance companies also.
Of the stocks I've talked about on this thread, if I said I owned them, I probably still do. Only a few positions were reduced or eliminated, and I think I mentioned those too.
Currently I am looking to buy: UHAL (avging down), ION (adding to a new position), NCR and GNT (continuing to average in), VO (watching and thinking). I've also been averaging down on KMET (but losing my confidence for it as it drops faster and further than I expected). These stocks are not necessarily value plays at these prices or the lower prices to which they seem headed :-{
What other stock areas are you following and what do you like now?
Paul. |
