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: Paul Senior who wrote (25035)	10/17/2006 4:19:11 PM
From: MCsweet	Read Replies (1) \| Respond to of 78711

MHCO and GV, I sold these both too early, so don't feel so bad. We are going to end up making a mistake on one side or the other. I'll revisit MHCO, thanks for pointing it out. As for GV, I have to over the stick feeling I have about thinking I could have bought all I wanted at 0.50 and later sold all I wanted at 1.50. I appreciate your timely posts on stocks for which I have indicated an interest in the past. For example, you mentioned WNMLA after the last buyback announcement. ALDA is looking interesting again. I bought this years ago, saw it run up and become a good Dale Baker pick (unfortunately after I sold) and now it is back down somewhat. MC

To: Paul Senior who wrote (25035)	10/18/2006 12:18:10 AM
From: vi2007	Read Replies (2) \| Respond to of 78711

I was a little disapointed in MHCOs earnings although I guess I shouldnt have been. No hurrincances this year versus last and the housing slowdown. But, I also believe they manage this company for the longterm and that may or may not mean hurting short term earnings. I had sold some when it went up last year in the $7-9.50 range and bought back in August at $5.70 and Sept at $5.25. (Nice fills) I compute book value to be $8.59 per diluted share and this will be their 3rd straight year of profitability and their trailing 12 month EPS=72 cents. (Not sure how many quarters now) Been following the company about 7 years now and have made good money doing so. Low PE, below book, low exposure & pinksheets=opportunity. In other news, I sold out of my BAMM recently at about $19.53. Been in that one since $1.56-2.00. My longtime deregistered EDIN is getting bought out for about $1.90. They went dark on me 6+ years ago and luckily I added more in the 40-55 cent range. Also bought some arb shares at $1.80-1.81. (First time I have ever bought a stock strickly for the arb opportunity) AWX is another longtime position thats finally acting well. Around $7.50, my last buy was just over $2. Sold most of my GIII which is a triple from my last buys less than 2 years ago. Incurred a total loss apparently on ROW which I was betting might make a 5-6 bagger if they didnt go bankrupt. I was wrong. Still holding SPOR...not quite sure what to make of it. Zeff took a big position and since then hasnt done anything. I havent been finding much worth buying lately. Maybe I am just more conservative now that I am no spring chicken and dont have regular income coming in. I added to FSP a few months back and feel pretty good about it. Oppenheimer came out with a $24 target, continued insider buying, no mortgage debt and a 6% yield. Ive been lurking for sometime. Some might remember me under prior monikers. Glad that bruin guy was banned. He was ruining the board. Oh, had a small position in PMTR since about $1.16, they are getting bought out at $4.63. Stupid me had a limit order in and got taken out at $4.05. I note that the CEO of STRZ has been a continued buyer. With their consistent dividends of the past few years, I speculate that he cant find a higher yielding place to put his money so I added some a while back on a pullback to $7.51. Good to be back. RJM