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

To: Paul Senior who wrote (27284)	7/13/2007 1:37:14 PM
From: richardred	Respond to of 78536

Paul very interesting choice. I have followed KDE for many years, but never owned it. It's been on my radar screen. I too like KDE because of its cash position. I've also been following what's going on in the Topp's takeover situation battle. 4 Kids definitely needs a hit to bring the company back to life. I think Topp's going price is too pricey for them to join the battle for a growth vehicle. Their pipeline of characters seems tired, but that could easily change with the next big unknown fad such as the one in your supplied PR. In a similar cash position being a motivator for unlocked value and purchase. I've recently been exploring FARM-Farmer Brothers Co. Mentioned in the SITT board way back. 188. million in cash currently. The founder committed suicide years ago. Starbucks slowing growth just might be Farmer Brothers future gain. Nice niche acquisition of late to. I’ve Watched it for years especially when it split 10 for 1 in 2004. I'm not one to bet the farm on it, but looking closely.<G> Message 19903201

To: Paul Senior who wrote (27284)	7/13/2007 2:56:46 PM
From: Jurgis Bekepuris	Respond to of 78536

Cheap stocks blog also had a recent writeup on KDE: stocksbelowncav.blogspot.com Mostly the same things you mentioned though.

To: Paul Senior who wrote (27284)	7/14/2007 4:34:27 PM
From: Madharry	Respond to of 78536

edv.to posted its nav for 6/30/07 It was $us 10.86. $can11.57. In US dollars it was a 47% increase in NAV from the prior fiscal year end. I think this is a spectacular result. I know I keep pounding the table on this one but Its just astonishing to me that it keeps posting these returns and still sells at a discount -closed $C10.34. Surely must have outperformed almost all the precious metal funds in existence.