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

To: Paul Senior who wrote (28233)	9/26/2007 5:35:31 AM
From: Junglekings	Read Replies (1) \| Respond to of 78702

Hey Paul, As I said in a prior post, I owned a bunch of NAHC from $8 last summer and met with the CFO (I think the buyback might have been a result of some of my own and other investors prodding) but I am looking at it again as well. Last summer I owned these stocks: PKOH NAHC HAST TBAC ------------------------------ I had a margin call, so I sold NAHC and PKOH. I am looking to reenter NAHC right now. Also, I am thinking of putting 30% of my holdings into DDS and selling the Jan 20 calls against it for $3.... Think HAST should keep working as HALO 3 and the huge blockbuster box office slate hits their stores. Should be interesting, as according to my model the company is worth $17. DDS is surely worth $40 a share. If you sell calls all along the way, your return per annum can be 20% or so with almost no risk.... that's my poker hand. 3 names. That's it. Wishing you "luck" (hard work, patience, valuation analysis, tenacity, heart, courage, etc...) Peace, N.S.L. www.levisfundmanagement.com