SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: Grommit who wrote (21225)5/3/2005 12:25:38 PM
From: Paul Senior  Respond to of 78847
 
Following you, Grommit.

Trimming OVNT, moving funds to an exploratory position in ABFS.

Idea seems reasonable to me now that ABFS has come down in price.

ABFS arguably the best carrier in the Less-Than-Truckload sector. (In past, it has had better ROIC than ODFL, YELL, USFC.)



To: Grommit who wrote (21225)6/8/2005 2:13:47 PM
From: Paul Senior  Respond to of 78847
 
Grommit, adding a bit today to my small exploratory position in ABFS.

Fwiw, in the non-oil transportion/shipping sector I hold:

finance.yahoo.com



To: Grommit who wrote (21225)6/14/2005 5:07:18 PM
From: Paul Senior  Read Replies (2) | Respond to of 78847
 
Grommit, fwiw, averaged down a bit today on my losing ABFS position.

moneycentral.msn.com