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

To: Madharry who wrote (27436)	7/24/2007 2:40:23 PM
From: Broken_Clock	Read Replies (1) \| Respond to of 78748

Just because the hedge fund went under it doesnt mean its assets have become worthless. ---- 10 to 1 leverage? I think it's very possible. Look at Bear's 2 funds. One worthless and the other essentially so. The "assets" got no bid when they tried to liquidate. Do you follow the ABX indexes on those derivatives? I posted an article on fannie and freddie on the real estate crash thread. The OFHEO report is available on the FNM yahoo message thread and here as well. FNM & FRE are time bombs without financials. Liquidity for mortgages is being vaporized. Where will the buyers come from?

To: Madharry who wrote (27436)	5/14/2008 11:57:13 AM
From: Paul Senior	Read Replies (1) \| Respond to of 78748

My 9/07 exploratory buy of IDT @ $9.07/sh has declined substantially. At current price, I've decided to up my position. finance.yahoo.com IDT still has a heavy net cash component (about $2.11/sh after subtracting ltd), per Yahoo figures. I will guess (and bet) there's a possibility that one of their entrepreneurial ventures, "Zedge" (whatever that is), might actual pay off for stockholders: biz.yahoo.com Issues with IDT include questions about ability or shareholder alignment of founder and controlling shareholder, Howard Jonas, and questions about sustainability/viability of several business ventures (e.g. prepaid calling cards).