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

To: Madharry who wrote (43298)7/12/2011 3:50:38 PM
From: Difco  Read Replies (1) | Respond to of 78615
 
No problem- by the way I went through the market prices of all the publicly-traded investments as of 7/8/11 and have estimated a 25% drop in their fair value, which is in line with management's comments and still leaves margin of safety. It's good that management is vocal about the stock being undervalued.



To: Madharry who wrote (43298)7/12/2011 4:05:57 PM
From: Difco  Read Replies (1) | Respond to of 78615
 
Found the Aguia performance explanation - page 19 under Amazon Potash Corp. We should do a project together to create a chart with all the different ownerships and transactions.


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