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


To: gcrispin who wrote (24099)6/13/2006 3:46:44 PM
From: Paul Senior  Respond to of 78744
 
gcrispin. Yes, still holding water co's SBS, SJW, CWT. Added to SWWC recently in a foolish attempt to short-term trade. (ouch)
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At some point the water service stocks may drop to where they're worth establishing positions.

finance.yahoo.com



To: gcrispin who wrote (24099)7/11/2006 1:46:22 AM
From: Paul Senior  Read Replies (1) | Respond to of 78744
 
gcrispin, fwiw, here's a favorable write-up on Brazilian water company SBS by Gene Marcial that I spotted in BusinessWeek Online.

businessweek.com

I like the article. Don't have much faith though that Mr. Marcial's record with these favorable puff pieces is any good.



To: gcrispin who wrote (24099)12/13/2006 10:21:48 AM
From: Paul Senior  Respond to of 78744
 
Fwiw, not knowing why SBS is up strongly today, and assuming it won't stay, I'll sell about 1/4 of my position.

finance.yahoo.com