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Strategies & Market Trends : Value Investing

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To: Michael Burry who wrote (3329)2/25/1998 8:09:00 PM
From: Paul Senior  Read Replies (1) of 78482
 
re ELAMF and ICOC

May have been me on ELAMF post no. 1182 of 5/5/97. A perhaps risky foreign company. But one meeting Graham's principles I believe. Suitable for diversified (by my definition - not yours -g-),long term accounts. Has been under book value for a while now. I continue to accumulate at these these prices. Bot some today actually. As you know, some investors are following it on its SI thread.

Also increasing my position today in ICOC. Another Graham value stock suitable again for long term value investors with a well diversified portfolio. IMO of course.
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