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

To: E_K_S who wrote (32008)	9/16/2008 2:05:52 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78710

Thanks for the Seadrill update. I am holding on to my few shares. Also holding buyer SFL (at new low today and with div. yield now over 10%). finance.yahoo.com The Brazilian stocks I am following (and which I own) all seem to be down near lows. (ouch) Holding on to my small, now losing, exploratory position in ARA. I like (and hold)utility MDU. Pipelines and exploration in and around Bakken shale.

To: E_K_S who wrote (32008)	9/26/2008 11:00:02 AM
From: Paul Senior	Read Replies (1) \| Respond to of 78710

EKS. Not happy with what I see now regarding a couple of Brazilian companies and their exposure to - and losses from - USA debt instruments as they apparently have tried to adjust for currency fluctuations between dollar and real. Strange that two companies would being reporting today that they have senior managers going beyond company control limits. It's very painful for SDA and ARA stockholders now. (That'd include me with a position in SDA and a smaller holding in ARA.) Very unexpected - which shows how the USA financial crisis can pop up in surprising ways and places. finance.yahoo.com