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


To: Paul Senior who wrote (42160)4/6/2011 3:11:46 AM
From: Madharry  Read Replies (1) | Respond to of 78507
 
I see well that is the only one i own besides cdy which i guess has some coal now as well. I am trying to diversify my hard assets portfolio and since i have pvr in a taxable account and i like the close to 7% distribution its paying, I think I will continue to hold it.
I am surprised that aab.to hasnt participated more strongly in the silver/gold rally as i think well over 30% of their investments are gold related and on top of that they have a gold royalty and a $10 million dollar loan out to a gold mining company (that is in litigation). yet the stock is down over 15% from its highs, and appears to sell at big discount.
I guess that's what makes deep value investing frustrating at times.