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

To: Madharry who wrote (39711)	10/17/2010 5:22:48 PM
From: Mr.Gogo	Read Replies (1) \| Respond to of 78730

I saw the presentation of the CEO. He said that they are sitting on 5 ounces of silver per share. Even if the price of silver goes down by 50% it is still 50$ per share. But how much we can believe this?...

To: Madharry who wrote (39711)	10/18/2010 3:59:37 PM
From: Mattyice	Read Replies (1) \| Respond to of 78730

Madharry, Are you peeling off any ibm into the close? What is your fair value of it in your opinion, i know you like the technicals more than most on here, volatility is also real cheap? Just listening to cnbc here at work, everybody is trying to figure out how big of a blow out quarter aapl quarter is going to be, bullishness in this environment is unbelievable. XOM - peeled some more off, turned into a pretty good bet after doubling and tripling down back in july. TXT - getting short here, small position ahead of earnings. Way ahead of itself IMO. I feel like sitting on my hands is the prudent thing to do here, i cant be the only one to have this antsy feeling while sitting back and watching?