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

To: E_K_S who wrote (45247)	12/1/2011 11:29:16 AM
From: Spekulatius	Read Replies (2) \| Respond to of 78666

re Vale >>UPDATE 2-Brazil court upholds $14 bln tax ruling vs Vale<< reuters.com 14B$ is a nice chunk of money. It looks to me like Brazil is going to milk their national champions PBR and Vale as much as they can for the greater good.

To: E_K_S who wrote (45247)	1/5/2012 6:01:41 PM
From: Paul Senior	Read Replies (2) \| Respond to of 78666

OT: I'n starting a position in gold producer Newmont Mining (NEM). I like it because dividend amounts will vary as the price of gold changes. While the dividend might fluctuate, I suspect most people aren't buying just for the dividends. One reason I'm buying is that I am hoping and expecting that NEM stock itself isn't correlated to other stocks in my portfolio and that it won't be adding to the volatility I've been experiencing with this portfolio. As I start the year, I begin with a large net cash position overall: I'm holding more cash now than I ever have in the past twenty years. In both absolute amount and well as a percentage of portfolio value.