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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: sjemmeri who wrote (19253)6/17/2004 11:07:04 AM
From: Jurgis Bekepuris  Read Replies (1) | Respond to of 78482
 
Steve,

How do you account for HLSH in double? It says N/A in the portfolio screen and I wonder if this distorts the portfolio performance (makes it better than what it is? worse?)

Jurgis



To: sjemmeri who wrote (19253)6/21/2004 4:35:32 PM
From: Paul Senior  Respond to of 78482
 
TSIC. I took today's prices as an opportunity to close my position.

(TSIC is on the thread's double's list.)

I see that Carl Icahn and Al Frank are large TSIC holders. They're too tough for me- I'm not willing to hold on now. Debt-ridden company in a turn-around mode.

finance.yahoo.com



To: sjemmeri who wrote (19253)7/1/2004 8:14:59 AM
From: sjemmeri  Read Replies (1) | Respond to of 78482
 
Midyear report on portfolios:

'Safe' is up 5.7 % with ANF up and JLMC down the most. I still haven't updated for all dividends so total return would be a little higher.

'Double' is up 12.8 % with ELN up and EONC/UAIR down the most. Still no quote for HLSH on SI which means the result should also be a bit higher.

siliconinvestor.com
siliconinvestor.com
steve


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