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

To: Paul Senior who wrote (25176)	10/30/2006 5:56:40 PM
From: Bridge Player	Respond to of 78702

Paul, thanks for the detailed and informative reply. As it happens, I also hold ConocoPhillips, bought recently a little higher than currently. As you probably know, this is one of Buffett's holdings which gives me a certain amount of comfort as to its worth and value.

To: Paul Senior who wrote (25176)	10/31/2006 11:05:11 AM
From: Madharry	Respond to of 78702

I guess your in good company with COP. although its not a major position for me I own some as does berkshire hathaway. i think mcdep values it at $100. 2 of my larger holdings DJE.V and MMGG are both up close to 10% today. The are both development type companies so one never knows what to do in those cases. DJE last week sold off their uranium assets in exchange for 37% of the company they sold it too. i thought it was a good deal since it allowed them to potentially monetize those assets.