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

To: Bill Wexler who wrote (27011)	6/5/2007 5:16:26 PM
From: doug5y	Respond to of 78744

If you're interested in paper, consider UFS. I looked it over when I noticed Seth Klarman had started a position that put it in his top 10 holdings. I'm up 12% so far. JMHO. Good Investing.

To: Bill Wexler who wrote (27011)	6/5/2007 6:08:57 PM
From: Paul Senior	Respond to of 78744

Paper stocks: I forgot about ABY. Don't see it on my portfolio screens, and couldn't find my history on it for a couple of minutes. Turns out stock popped 1/30/7, and I exited position. I'll relook again for a possible repurchase now that you mention it. I do note Spekulatius cautionary opinion on it: he can be right. POP. I still have shares bought average down from 11/05 (~$7.05) to 4/06 ($5.06). I've recently been considering adding, but I have this feeling, that while in past the stock/business has always recovered, POP is just marginal, and this is the one time it just may not turn itself around. If it doesn't, I could be averaging down more and just following the thing into its bankruptcy. ... My tendency though is to add...maybe once more anyway. -g- I still hold ARA and VCP. Their trees grow fast down there. It just might be possible that there might be a way to harvest and process their trees for energy, perhaps more profitably than for paper. finance.yahoo.com