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

To: JakeStraw who wrote (41921)	3/23/2011 3:10:53 PM
From: ValueGuy	Read Replies (2) \| Respond to of 78702

RE: Marathon Oil (MRO) Global Power Equipment Group (GLPW) I like the look of these two companies. MRO is not as big as the super-majors, so I think they can achieve a better growth rate. It has plenty of cash and can meet its short term obligations. Most of their debt is long term. Currently trading at 50.78. For me, definitely a buy if it drops down to 44, or maybe at least start a tracking position from 48...will probably wait and see what happens. GLPW just released their Q4 results on 21 March 2011 finance.yahoo.com Looks like a good strong company with recurring revenues. Currently trading at 26.50. Stock has gained about 9% since the Q4 release. Still looks like a good value, though would have preferred to have bought it at 24.50.

To: JakeStraw who wrote (41921)	3/25/2011 1:11:24 PM
From: E_K_S	Respond to of 78702

Hi JakeStraw - Followed you suggestion on Richmont Mines Inc. (RIC) and started a tracking position. I am implemented a strategy of a "basket" of junior miners that could benefit from higher Gold prices ( Message 27263955 ). If any other profitable junior miners make your watch list, please post. I believe the value proposition lies in the large reserves these junior miners have and could become acquisition targets for the mega cap conglomerates. EKS

To: JakeStraw who wrote (41921)	3/28/2011 2:30:24 PM
From: E_K_S	Read Replies (1) \| Respond to of 78702

Re: Richmont Mines Inc. (RIC) InPlay: Richmont Mines Inc. confirms and amends its shareholder rights planBriefing.com(Mon 11:00AM EDT) finance.yahoo.com -------------------------------------------------------------------------- The objective of the Amended and Restated Rights Plan is to provide adequate time for the Board of Directors and shareholders to properly consider and evaluate any unsolicited takeover bid and, if thought advisable, to explore and develop alternatives for maximizing shareholder value. It's good to see the company looking out for the shareholder's interests. EKS

To: JakeStraw who wrote (41921)	8/30/2011 1:38:30 PM
From: E_K_S	Read Replies (1) \| Respond to of 78702

Hi Jake - Richmont Mines Inc. (RIC) finance.yahoo.com Good call on Richmont Mines Inc. (RIC). Some pretty good news announced today. Stock up over 12% today. Richmont Intercepts 7.28 g/t Au Over 31.40 Metres at Wasamac; New Drill Results Reaffirm Strong Potential of this Project Tuesday August 30, 2011 finance.yahoo.com ---------------------------------------------------------------------------------------------------- You were right that the company had good assets with a smart family owned operator/management team. The company continues to be profitable w/ a trailing PE of 15 and no debt even as they expand their mining operations. Stock is up over 60% since you first mentioned it back in March 2011. Unfortunately, I sold my small tracking position for a 35% gain recently when gold prices reached all time highs. I own many other producing gold mining stocks (some even pay dividends) but none of the Jr miners like RIC. RIC has been one of the best performers I have ever owned from the point of view of creating value of their operations though mine expansion. Gold hitting new all time highs has also helped. EKS