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

To: Paul Senior who wrote (35524)9/30/2009 10:28:23 PM
From: Madharry  Read Replies (1) | Respond to of 78702
 
on 9/17 it was 10% of my portfolio probably more now, so personally im not adding but I think Mr. Smith is pretty savy and a great capital allocator, so you could do worse than paying book for shares.



To: Paul Senior who wrote (35524)10/1/2009 9:50:23 AM
From: Madharry  Respond to of 78702
 
gave up on vod for now and feed as well. wanting to reduce margin exposure on something that isnt performing right.


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