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


To: Jurgis Bekepuris who wrote (32074)9/28/2008 10:06:02 AM
From: gcrispin  Respond to of 78632
 
Good call. I would have sold some as well, but was without a computer for a couple of weeks.

I did buy some WH. The problem with Chinese stocks is that you never know when you will get diluted, especially when they are trying to expand their businesses. Nevertheless it looks like an interesting play. I still own SNEN and CHNG.OB and have added to those positions. They operate in medium size cities in China. What is not obvious is that China's medium size cities are the size of Los Angeles.

I also bought some PRSC on the sad theory that the economy will push more people into requiring gov. services. The stock has a freefall chart, but I think there will be some support here. There are certain safeguards in place for states to continue services in need. You would have to listen to the last CC to fully understand how this company operates.

I'm also looking at some closed end munis which are trading below NAV.



To: Jurgis Bekepuris who wrote (32074)10/7/2008 3:27:50 PM
From: Paul Senior  Read Replies (2) | Respond to of 78632
 
ACAS is back down. Unlike you, I unfortunately didn't sell at the rise.

I'll add more here now at current price.

finance.yahoo.com