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

To: Mr.Gogo who wrote (43080)	6/22/2011 9:59:25 AM
From: Madharry	Read Replies (1) \| Respond to of 79000

i rarely buy retailers. prefer hard assets. i am buying brp now. this is a well run well capitalized home builder, part of the brookfield group with operations mostly in canada but also in the united states. there was a favorable writeup in barrons in the past month. gfre rebounded from beaten down levels yesterday was up a little more today but heading back down now. i have no idea why. the news on sino forest continues to be disconcerting. Its distressing to realize that perhaps these funds like paulson and davis are investing hundreds of millions and may not be doing any more due dilligence than you or I.