Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: sportsman who wrote (24114)	6/15/2006 8:47:37 AM
From: Madharry	Respond to of 78748

bargains everywhere is right. The commodity stocks are downright cheap now. They have been pounded down like internet stocks. If one can stomach the nationalization risk in bolivia SIL looks like a long term multibagger based on current metal prices for silver zinc lead. EDV's discount must be close to 20% again as they were 35% cash as of 5/31/06.

To: sportsman who wrote (24114)	8/7/2006 1:44:29 PM
From: Paul Senior	Read Replies (3) \| Respond to of 78748

Decided I'll up my very few shares of oil tanker stock, General Maritime, GMR. I've not done well with this one, having started an exploratory purchase last year @ $46.81 and selling some shares as the stock dropped. Now @$37.50...after the stock has moved up from lows, I'll add back just a few shares (at prices higher than I sold at). This after re-looking at the stock based on a favorable fund manager's comment on Bloomberg Friday. finance.yahoo.com The positives seem to be: a modern fleet shareholder emphasis with buybacks and dividends emphasis on strong balance sheet (no net debt) Not happy to come to the conclusion that maybe I've been late to add and that I maybe should not have been selling. These errors happen sometimes though due to combination of sloth and risk with a highly diversified portfolio. The risk of not following and/or understanding a position carefully enough because it is so small and tucked in amongst many, many other stocks. And even now, still just a very small exploratory position for me. ----- Sold exploratory position VOXX at about breakeven. Stock might interest some - lots of cash, and some value investors are in it. I got scared - their portable satellite players have emission problems, according to the FCC: forbes.com On the one hand, this might all already be in the stock, the company alway seems borderline as regards profits or profit margins, and its strength seems to be its balance sheet. For me, I'd rather leave this cigar-butt on the ground for now, and maybe come back for it later. jmo.