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


To: JakeStraw who wrote (37735)5/4/2010 12:35:56 PM
From: Madharry  Respond to of 78670
 
look like under 12% discount and you are paying 1.5% in annual fees. i note 10 largest holding include both rig and halliburton. dont see it as a bargain. covered some of my short silver calls at a loss today. for the life of me cant figure out why things like berkshire hathaway or domestic reits would be down today. whats the panic about? gfre down pretty good too.
I suppose people will stop consuming and chinese will not be buying cars or drilling for oil anymore.