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

To: E_K_S who wrote (41106)	1/19/2011 10:13:17 PM
From: Madharry	Respond to of 78516

i added some too at $6.02. I am hoping that this debt will be used productively and the discount to book for a brazilian entity that seems poised to benefit from both oil and agriculture was something i wanted to own more of at the right price. I ended up reducing some of my mpw position to do this as can forsee significant appreciation here. i also traded off a bit of cmp-un which i still think is undervalued for some more px.v which has just been hammered of late along with other junior miners.

To: E_K_S who wrote (41106)	1/20/2011 3:59:25 PM
From: Madharry	Read Replies (4) \| Respond to of 78516

ultr -i added some more shares at $5.42. dont understand the weakness. will probably find out later. svu i spend some time on the company. wish you could elaborate on your estimated $5.50 valuation on the distribution. notice they sold to ryder a logistics company in december 2010. both companies were coy about the purchase price. any idea why? nothing i read written from the company inspires me with any conifidence about their ability to compete against walmart and target. they talk about not being happy about the results and having to become more eficient. the new cfo doesnt exactly seem like a worldbeater either.