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


To: Paul Senior who wrote (22429)11/4/2005 12:12:37 PM
From: Madharry  Read Replies (1) | Respond to of 78753
 
I had another blow up in the AH-faro JB's stock. The combo of insider selling coupled with a bad interim earnings miss after a previous earnings miss coupled with an optimistic reassuring guidance was too much for me to stomach and I have bailed out of that one for the time being. I may revisit after yet another earnings miss. I buying energy and natural resources with the proceeds-ECA and a small gas company SPND. Also a couple of others that are harder to accumulate.



To: Paul Senior who wrote (22429)12/13/2005 10:33:56 PM
From: Spekulatius  Respond to of 78753
 
re Liberty. I bought some l today at 7.85$ assuming that i buy the stock at a discount to intrinsic value (I have not checked this myself). As some sources say the discount seems close to 30%. that is pretty attractive, IMO. i also see that most of it's holding IACI, EXPE, NWS, TWX, VIA etc. appear to be heading up so i hope that L will follow suit. The stock itself appears to have stabilized after an agonizing slow decline.