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

To: rllee who wrote (31363)7/3/2008 1:17:03 PM
From: Madharry  Read Replies (1) | Respond to of 78486
 
im reading einhorn's book about ald. No way would I buy this company stock. suggest your read the book and decide if you want to stay in it. my top picks are psec and codi in the space. dont know acas.

OT looks like legg mason is having some difficulties beyond millers portfolio. is paul senior still in it?



To: rllee who wrote (31363)7/4/2008 3:11:53 AM
From: Paul Senior  Read Replies (2) | Respond to of 78486
 
ALD. rllee: I'm holding a good size position in ALD. Also have ACAS shares.

Have held ALD for several years. At current low price and exceptionally high div. yield, it's easy to assume Einhorn might be right to be shorting the stock, and that potential buyers or holders should avoid it or sell. I'm going to try to continue to hold though.


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