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

To: Difco who wrote (43280)	7/12/2011 12:14:40 PM
From: Difco	Read Replies (1) \| Respond to of 78618

Not to be a nitpicker, but on (ABB) also noticed that the FV of the investments in FN 3 is off by $1 from the Balance Sheet. Do people proof read financials?

To: Difco who wrote (43280)	7/12/2011 2:38:38 PM
From: MCsweet	Respond to of 78618

DIFCO, Madharry and I have posted on Aberdeen several times, check the history. Forbes & Manhattan Coal is a private coal company in which they have an investment. Forbes & Manhattan is a related entity -- private merchant bank. MC

To: Difco who wrote (43280)	7/31/2011 5:51:18 AM
From: Madharry	Read Replies (1) \| Respond to of 78618

brief update on aab.to. one of their larger position sue.to reported updated resource estimate looks like they have quite a bit of silver in addition to their gold. jennings capital recently intitiated coverage with a speculative buy on sue.to with a price target in the $4-5 range, closed at $1.65 on friday. apparently the peru guy has appointed a much more centered cabinet than what was expected. I continue to be very positive on aab.to at these prices as a long term holding. its over 7% of my portfolio now. I plan to hold until aab.to sells at a premium to NAV.