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


To: E_K_S who wrote (32407)10/10/2008 2:15:02 PM
From: Paul Senior  Read Replies (1) | Respond to of 78644
 
Also adding a little PBR today. Am holding a few BG Group shares mentioned by McDep. (I am holding shares in all of the publicly-traded companies that are partners with PBR in its fields.)



To: E_K_S who wrote (32407)10/10/2008 2:21:41 PM
From: Paul Senior  Read Replies (1) | Respond to of 78644
 
DRYS: "This business was valued at $30/share" It's value is maybe being valued at 1/3 that today.

Nevertheless, I'm adding to my DRYS position today. Small, small, small.