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

To: Grommit who wrote (32098)	9/19/2008 4:59:16 PM
From: Madharry	Respond to of 78652

the vast portion of the losses in the income portfolio are due to energy and precious metals. I expect they will come back soon enough but I am and have been fully invested and in retrospect I should not have been. I could have done without a lot of the ensuing mental anguish.

To: Grommit who wrote (32098)	9/19/2008 5:03:53 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78652

Nice going, Grommit. If there was a time to be on margin, this was it. --- Grommit, I'm reviewing posts here on [t]TSL[/t]. Do you have an updated opinion on TSL that you can share? I've read Spekulatius' comment that TSL may be similar to semiconductor makers in that it can be a competitive business and one where supply catches demand and profits then plummet. Business is still sunny though. New plant, new sales agreements. IF profits hold up, at current price stock may recover from its decline. I'm not prepared to call TSL a value stock, won't call it a garp stock either.(not enough growth info. It's only been public for about two years). Maybe a stock that could revert to higher prices at some point. I am considering entering ~$30 for just a very few shares. finance.yahoo.com