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

To: Grommit who wrote (20634)	2/8/2005 9:20:19 PM
From: Paul Senior	Respond to of 78687

Grommit: CLE, WTE. I see you and Spekulatius like CLE. Nice move in that stock today (incl. after hours rise). I initially believed it was too expensive. I'll check it out with my market research team this weekend (i.e. I'll ask my teenage nieces -g-) As I've said before, I missed the steel stock and coking coal run up - I gave-up just before the run-up. grrrrr. And have not been able to get myself to re-enter positions. (to my regret) I am holding stocks of steel distributors though. And as a play on Canadian coking coal, I have a very small position in dividend-payer, Westshore Terminals Income Fund, which controls the shipping of the stuff from their port in Vancouver. Canadian symbol is WTE.UN. I own very small of WTSH.pk. Info. about Westshore here: sedar.com I got this particular stock from reading SI posts by Taikun. Seems to be a chap helpful and knowledgeable about Westshore. Paul Senior aside: I'd like to believe in port stocks. As trade increases, they should benefit as they take a $ haircut by charging from all the stuff passing in and out. So I also am holding Huwhy.pk - it's not doing too well now though. (Issues apparently with other aspects of their business (G3 communications))

To: Grommit who wrote (20634)	2/11/2005 2:23:24 PM
From: Paul Senior	Respond to of 78687

Guys here following CLE may have already seen this positive BusinessWeek article: yahoo.businessweek.com I post fwiw and because I'm still considering an exploratory position. Aside: a generally positive article. HOWEVER, a big warning as the author has tripped one my basic rules - run like Hell when somebody says the dreaded "poised" word!!! Namely: "We think the company is well entrenched as the leader in its industry. Moreover, it is poised to grow sales and earnings per share at a fairly strong clip over the next several years."