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


To: E_K_S who wrote (41918)3/23/2011 2:11:54 PM
From: Madharry  Read Replies (1) | Respond to of 78708
 
if not for my chinese stock portfolio i would be having a banner day. all my silver stocks are roaring ahead. there doesnt seem to be buyers for these chinese stocks probably not until something is decided upon ccme. I was on the fence about unloading some gfre at $8 and change after the conference but it seemed too cheap to sell. a few days later its cheaper still as are all my remaining chinese holdings. I would think that gfre is just a bad read on my part except most of the chinese small caps seem to be tarred with the same brush. IBM looks like its resuming its uptrend so I increased my position by 20%.

I continue to hold all of my pvr but in a taxable account.

as far as mhr goes, i just dont know if there is a significant risk differential between the common and the preferred, to justify the potential appreciation differential. i hold mhr outright.



To: E_K_S who wrote (41918)3/23/2011 10:02:00 PM
From: jimthurman  Respond to of 78708
 
Hi there EKS

Thanks for the info. i wanted in on the initial offering also.

Guess we don't know the right people!

I do own MHR common, and MHRc, and would have liked to have some of the new D shares. But, the action in the last few hrs. makes me want to add to my common.

I do hope they have their $hit together.

jim