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


To: jhelmers who wrote (26003)2/13/2007 3:40:42 PM
From: Madharry  Respond to of 78817
 
I dont know much about BDCs however this particular incentive package makes me want a margin of safety so if I dont get it let me invest in something where I either think i have that margin like EDV.to which just report nav of $C 9.73 as of 1/31/07 and is trading at $C8.48 currently. or a shoot for the moon type play like brinks MOGIF for example. I guess SIL is somewhere in the middle, where the Mad Hatter of Bolivia continues to depress the share price, with his nationalization policies. Now that he has nationalized the the largest independent smelter and alienated yet another international company, I would assume that there will be no more banks investing or financing projects in Bolivia. I sure wouldnt. So I guess that leaves Chavez, and perhaps China/Russia. The smelter is owned by a Swiss company so I wonder if Bolivia has any Swiss bank accounts.