Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Paul Senior who wrote (27724)	8/15/2007 11:31:05 AM
From: Jurgis Bekepuris	Read Replies (1) \| Respond to of 78748

I relooked at ABK and realized that I have no clue what kind of "financial guarantees", derivatives and insurance they provide. They are trading close to book value now, but I am not confident at all I can analyze this company or expect that they won't have significant losses in the current debacle. They may be very smart and only win, or they might have been aggressive and lose a lot. Impossible to say for me. So I am removing it from my stock universe. Like I said before: financial and insurance companies are just too hard for me. :)

To: Paul Senior who wrote (27724)	2/29/2008 6:20:09 PM
From: Paul Senior	Read Replies (3) \| Respond to of 78748

Relooked at bdc PNNT and decided to return and establish a position. (Buying yesterday and today) Makes loans and has had to write down their values. Maybe not enough of a write down yet. Who knows? Or they've not experienced defaults that might occur. Company claims it's diversified: easyir.com The stock in $9+ range with nav at $12 discounts a lot of problems. Company founder is buying, albeit relatively small amounts. Not much public history with this company. Dividend yield looks to be over 9% (which is okay, but not great when compared to some other bdc's). finance.yahoo.com