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

To: Paul Senior who wrote (43278)	7/12/2011 1:09:30 AM
From: Difco	Read Replies (2) \| Respond to of 78615

McClatchy Company (NYSE:MNI) Has anyone looked at this company? At first glance I wasn't too impressed, but the cash flow excited me - the high depreciation rate masks the free cash flow. The stock is 9.9% owned by Paulson & Co. I feel I might get blasted because of the business, which would be a fair point about the negative growth, but there might be value as well.

To: Paul Senior who wrote (43278)	7/12/2011 1:43:12 AM
From: Madharry	Read Replies (1) \| Respond to of 78615

there are many ways to own silver in your portfolio if you think silver is going up long term. i bought slw at much lower prices than this. however, if you want to have silver in your portfolio long term i think this is one of the better ways to do it. the ex ceo about 6 months ago stated that each share was like a call on 5 ounces of silver in the ground but we know what slw costs are to take it out of the ground more or less $4. now these are shares that are highly liquid and are tax advantage when compared to owning the metal itself, either physically or through an etf. I can only imagine why mr. market thinks silver is going to be range bound for the forseeable future but I dont see it that way, as usa europe and japan will continue to roll the printing presses over the next decade. however my purchase of silver in 2011 was in the from of three sets of 2010 atb silver bullion coins. all purchased for $37-38 per ounce, and i had to sell off some slw and axu at higher prices because it had become so large a chunk of my portfolio, and there is always the possibility of silver dropping sharply in the short term. having said all this it would not surprise me if OSG or COWN outperformed SLW over the next two years. which i why im a proponent of more diversification now.