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

To: Paul Senior who wrote (27376)	7/21/2007 8:09:50 AM
From: Madharry	Respond to of 78704

Obviously we should all do what works for us. Right now, I believe in holding 10-12 major positions have to expect that some will underperform at some point in time. But if you are looking for a place to park money. whats wrong with an undervalued real asset play, as opposed to a dollar denominated asset play. BTW RAS released guidance for q2 and it didnt look nearly as bad as reflected in the share price to date. This is one that for the time being is making a dent in my portfolio.