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

To: Spekulatius who wrote (26886)	5/22/2007 2:33:56 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78666

Asset managers: I cut WPL by 1/2 today. I've got HNNA which I bought last summer as a speculation. (It didn't not fit my buying metric.) That one has turned out wrong for me, and I may reduce/eliminate it as also WPL. I like Crossy's (Bosco and Crossy thread) pick of JVN.V. I recently added to my few shares. I have been a buyer in recent days of COFUF. I do like that one for its capitalization/aum number, its relatively low (about 13) p/e, its small dividend, and its relative obscurity. (which is also a negative: The stock is very thinly-traded). Still have also LM, which I view as a buy at current price. Also, fwiw, I'm holding DHIL, GROW, and SMHG.