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

To: Paul Senior who wrote (29088)	11/27/2007 1:31:57 PM
From: Madharry	Respond to of 78728

I feel like my ship is slowly taking on more and more water. I added 20% to my kri.to position which was down 20% today. I purchased a little CNQ after it dropped 8% today, and I doubled up on Pauls MCGC at a discount to NAV of 13.22 .

To: Paul Senior who wrote (29088)	11/27/2007 1:41:04 PM
From: Jurgis Bekepuris	Read Replies (1) \| Respond to of 78728

Water and water ETFs: seekingalpha.com Pretty good article and comments on SeekingAlpha. I agree with the comments though: - Water shortage(s) is an issue. - It is not clear how to invest in this though: utilities are and will be regulated especially on profit margins, infrastructure companies are suffering from material price rise and do not have strong pricing power. My conclusion for now: - Not invest in ETFs - Maybe invest in select companies in the future. If I find something that is cheap and earns good return on equity. So much for this macro theme...

To: Paul Senior who wrote (29088)	11/27/2007 6:00:00 PM
From: SI Bob	Respond to of 78728

Following you and adding to ACAS position today. Oooh! Bad move!!! 11.3% dividend, has a history of increasing its dividend, and really seems to be a solid company. But I took a dip today, too. I'm so bad I've considered loading up on OTM front-month puts on anything I buy!