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

To: Spekulatius who wrote (42102)	3/31/2011 11:29:05 PM
From: Jurgis Bekepuris	Read Replies (1) \| Respond to of 78717

We should continue to watch this sector. I will watch my current holdings until they all go to zero. :) Even the Muddy Waters guy thinks that some of the RTO's are real. If this sector washes out, there out to be some gems in this rubble. It's hard to tell beforehand which ones are for real. I'll turn this around back to you. :) How will you know afterwards that they are for real? You can buy NEWN, GFRE, HRBN, LTUS, CBEH now with audited 2010 financials which may imply that auditors were careful enough to verify them. Scratch LTUS and CBEH that are "owned" through unenforceable contractual agreements. You still have NEWN, HRBN, GFRE. Maybe also SPU - don't see their 10K yet. There are probably couple more companies, for example, JST that you mentioned and I did not like. How you would determine that they are real and when would you buy them? This board is not about being right and wrong, it's about making money. In that case: Market 1 - Spek 0 - Jurgis -1 :)