Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Paul Senior who wrote (42769)	5/22/2011 2:09:43 PM
From: Madharry	Respond to of 78486

I am long all my shares FWIW. I ve been told this many times about the seasonality but Ive never understand why it would keep working. especially if there are tax implications of getting out of a position then getting back in. who is to say that the sharp decline weve already seen is all those people bailing out ahead of this " seasonality" . more than likely it is the continued derisking of those hedge funds where tax implications dont come into play. Investors who can hold positions for more than a nano-second have a long term advantage. As far as Peru goes, I might be concerned if there was an actual mine there but there isnt, and these governments need to encourage foreign investment.

To: Paul Senior who wrote (42769)	5/23/2011 6:35:56 AM
From: Madharry	Read Replies (1) \| Respond to of 78486

OT was looking at beaten down newspaper stock today LEE. the share price has fallen from $35 in 2007 to $1.14 today. To my amazement they havent replaced their ceo who has been there since 1999. I wonder what it takes for a board to get rid of its ceo. bankruptcy?

To: Paul Senior who wrote (42769)	5/26/2011 3:09:07 PM
From: MCsweet	Read Replies (1) \| Respond to of 78486

AAB.TO AABVF update, Their major holding Sulliden is recovering nicely (up from 2.00 a few days ago to 2.39). That is also a nice a gain from the April 31st value of 2.06. Before I get too excited about the discount to NAV, I have to remind myself that it was an even bigger discount back in 2008 - 2010. I suppose that on a market downturn, it could go back there again. (Side comment: I wish I had known about this stock back then.) MC