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: Spekulatius who wrote (25461)	12/5/2006 12:00:22 AM
From: Paul Senior	Respond to of 78717

Congratulations on a good year, Spekulatius!

To: Spekulatius who wrote (25461)	12/5/2006 11:52:55 AM
From: Madharry	Read Replies (1) \| Respond to of 78717

curious why you are wanting to raise cash now. xec has not done very well so far. I own a little. I just repurchased spinoff ME, reducing my overweight exposure to mmg. Seems like that had some pretty good success with their drilling last quarter. I am hoping they continue to outperform. I continue to stay fully invested. The news about Iraq just seems awful: I am hearing things like lets withdraw security from the rest of the country and make sure we protect bagdad. That doesnt make much sense to me, I think for the us to be halfway successful in Iraq they are going to have to stop the foreign intervention and support to the shi-ites, something they have not been able to do so far. Also its getting cold in the east now. I try to look at my portfolio performence on a quarter to quarter basis. Q1 was wonderful and I have been in breakeven/loss mode since. I am hoping for a good q4 to make up for non-productive previous 2Qs.