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


To: Jurgis Bekepuris who wrote (24085)6/10/2006 12:02:19 PM
From: gcrispin  Read Replies (1) | Respond to of 78986
 
Jurgis,

Have you followed TDF for a while? Historically, what has the discount/premium been on this closed-end fund? In other words, how does the current 10% discount compare to where it usually trades?

franklintempleton.com



To: Jurgis Bekepuris who wrote (24085)6/22/2006 10:11:17 AM
From: Jurgis Bekepuris  Respond to of 78986
 
Still have not read the whole thread, but here's the latest update from my side:

- added even more LNX. I am getting oversized position on this one.
- bought some TLB. Good price for me.
- LBY - no, I won't touch this one with 10 foot pole. Glad I exited it even if not at the crazy top. What were the people thinking running it up after this expensive acquisition?
- PIR - that's a toughy. I have a small position. Not sure I want to add, but perhaps I will if it drops a bit more.

Hope to read through the thread in coming week or so. :)