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

To: Spekulatius who wrote (20894)	3/16/2005 11:25:15 AM
From: Paul Senior	Read Replies (1) \| Respond to of 78615

I'll pass on DRL because I don't see how ROA - a measure I use to evaluate banks - can be so very high- over 2.5% the last few years. That is an exceptionally good number and needs to be understood (imo). There are some Yahoo news items which I interpret as suggesting DRL could be excessively or incorrectly using carry trade (derivatives). Not that I can relate these items to one another, but it's enough to make me pause further in looking at the stock as a potential buy. OTOH, one can't go by my opinion here. I passed on DRL when it was $7 (maybe $2-3 now after splits) and discussed here a couple of times about five years ago. Has turned out to be a 20-30 bag winner (not even including dividends). One of the best overall bank performing stocks I can recall. finance.yahoo.com

To: Spekulatius who wrote (20894)	1/9/2006 3:26:17 PM
From: Paul Senior	Respond to of 78615

OT: Spekulatius, nice move I see in your pick of GMAI over past nine months. (aside: name changed and symbol now ESCL) finance.yahoo.com (I have/had no shares.) ---------------------------------- Am searching past posts regarding TWX. The stock's just not been doing anything, and the fundamentals still look expensive. OTOH, it's a very stub amount for me, just sits in a diverse portfolio, and it's me who's lacking patience. finance.yahoo.com In since apparent lows of 2002, maybe I've got most of what can be got, and best to move on. I'll sell half the stub.