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

To: Paul Senior who wrote (23976)	5/23/2006 6:56:06 AM
From: Madharry	Respond to of 78666

FWIW I turned around and sold my position in yahoo. Its probably silly but I hate being involved in a company where the ceo sells millions of dollars worth of shares. Also as a consumer their current internet search engine i find to be useless compared to that of google. Of course I seem to have just made several wrong decisions in a row so its probably a strong buy now. I also repurchased shares that I sold in qee (.37) at higher levels. At the time I made my initial purchase around .18 I said that the play was long term option on the price of gold. With gold over $600 this in my estimation is a value /concept stock. This company has an operational mine in Nevada with a mill. Its a producer ! On top of that NEM recently made a $10MM private investment in the company and is sending them stuff to mill which should improve operating margins. I expect the Mongolian mining bill to be vetoed and that should help IVN. I added Cresy on the drop yesteday. Another long term hold. I also added a little ME. I am just astounded that copper shares have fallen as much as they have. Most of the feasibility studies for mines are done with copper at about half today's levels anyway. In that space I own NTO arg.to tgb ivn. all of which have been crushed. My stance continues to be commodity based.