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 (26507)	4/9/2007 11:44:37 PM
From: doug5y	Read Replies (3) \| Respond to of 78700

Paul, the thing that has changed for me is my full position in EDVMF. It's acting as a proxy for all these mining stocks I used to have in my portfolio eg TCK, SIL, CCJ, etc. So my DD in TCK is really portfolio specific : Does TCK bring something which EDVMF doesn't? EDVMF isn't perfect, that's for sure. Just finding what exactly they're invested in, is one big question mark. Inside ownership is also low. Scuttlebut I've heard ( I live in Calgary ) is that TCK is considering entering tar sands mining in northern Alberta, I already have a position in SU. It's just one of their options. So those were some of the DD issues I had in mind. Seeing TCK show up on Greenblatt's list is just one positive IMHO. Paul Senior's interest is also another positive. Do you have a position in EDVMF?