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

To: Spekulatius who wrote (20615)	2/7/2005 11:30:37 AM
From: Wallace Rivers	Read Replies (2) \| Respond to of 78595

I own AMAT and VIA.B with you. I'm currently trying to get a feel for NYT. I've been looking at it for a while, my interest was piqued even more today when I read a CSFB piece on it as a potential takeover target (with mention of several others). Many of its business lines are soft, yet I like the fact it is trading near the low end of its range, and I like its broad portfolio of media and other properties - if you're a Red Sox fan like I, you gotta love the minority interest (I think 17%) in the World Series champs! It has a decent dividend yield, as well. Anyone with further insight on NYT?

To: Spekulatius who wrote (20615)	2/11/2005 10:40:04 PM
From: Spekulatius	Respond to of 78595

Bought some GMAI - auction house for stamps and coins. Somewhat controversial (high short interest) due to arm lengths transactions with their majority share holder (72%) with Afinsa. While revenue with related parties is always a concern, so far this seems to work out great for GMAI and Afinsa does pay their bills, as is evident from GMAI's cash flow. Thread from Ebay is overrated, coils and stamps are difficult to value and easy to falsify so no serious collector would buy from a nameless person via EBAY IMO (I have been stamp colector myself). GMAI's valuation is very attractive: finance.yahoo.com

To: Spekulatius who wrote (20615)	3/2/2005 1:18:34 AM
From: Spekulatius	Read Replies (2) \| Respond to of 78595

re ADGO.OB. Sold half my position today for a roughly 50% gain, simply for the reason that this position became to large for such a dinky stock. FWIW without my small and microcap plays, my portfolio would have been roughly flat for 2004 and 2005. Microcaps and energy have been the places to be during the last 2 years, but I am betting that some large cap "moat" stocks like BUD, CSCO, MSFT, VIA.B, WMT might have a comeback especially if interest in the groups mentioned above wanes. One never knows what the market is up to next.