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

To: Paul Senior who wrote (28178)	9/22/2007 2:50:59 PM
From: Spekulatius	Read Replies (1) \| Respond to of 78673

RTWI - yes a nice move. Somebody also saw value in RTWI. I feel encouraged enough to put some of my chips into NAHC, trading at 2/3 of book right now with a brand new CFO and COO :-). The problem with these plays is that you get very little confirmation. You have to wait and watch the sparse news and every once in a while you get lucky. My dinky stock plays of the day are: finance.yahoo.com

To: Paul Senior who wrote (28178)	9/24/2007 10:28:47 AM
From: Jurgis Bekepuris	Read Replies (3) \| Respond to of 78673

Haven't caught up with the threads yet, but here are some of my recent trades: - Sold KONG. Maybe should have kept stub position, but did not. - Sold part of HRAY. Kept some. Both sales profitable, but as I said, I am not an expert with cigar butts, so I may be leaving money on the table. - Bought more SPF on today's crash. IMHO, dividend elimination is positive, the convertible issue is tough to value - it definitely dilutes, but may be a good step to secure funding. Will hold it lightly though - may trade on any reversal to $9 or so. - Bought some more WSC, thinking whether to back up the truck to like supersize position.