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


To: Paul Senior who wrote (35478)9/29/2009 12:15:49 AM
From: Madharry  Read Replies (1) | Respond to of 78750
 
welcome back . when i went to stockholm on business , i so regretted not making a trip there when i was single and could do more than just look at all the gorgeous girls around.
I havent made too many changes to the portfolio . shorted some aig which today became a money loser and added a little more vnr. Otherwise i dont really have a reason to sell anything and i dont want to go into more margin right now. On a macro level I believe that the situation with iran will become very volatile. I wonder if that make PBR a particularly good buy. what domestic producer benefits the most from oil going to $100 a barrel?



To: Paul Senior who wrote (35478)3/4/2010 1:59:53 PM
From: Paul Senior  Read Replies (1) | Respond to of 78750
 
I believe I'd like to increase my risk with ADM. My position is very small, so I'll begin to increase it now a little as stock continues to fall below $30 on no adverse news.

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