Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Dale Baker who wrote (45806)	12/4/2011 1:26:29 PM
From: Jurgis Bekepuris	1 Recommendation Respond to of 78708

I was kidding as you know. :) Seriously though, there is a swath of "losing money but growing" companies that trade on the sentiment or whatever, but not financials. Mostly in biotech and high tech industries, though sometimes elsewhere too. I'd never invest in them, but some of them are totally uncorrelated with markets, so meltdown or not does not matter. AMR wasn't one of them. It is very correlated with macro.

To: Dale Baker who wrote (45806)	12/4/2011 2:40:29 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78708

Large "roach motel". Dale Baker, fwiw, I'm still playing gin with you. -g- Stock gin. Picking up your old discards. It's me, who on some days recently has been the sole buyer of WNDLF as I apprehensively attempt to build a few share position at under stated nav. Also I'm the only buyer some days (weeks?) of the F shares of hotelier Accor. (All part of my interest in acquiring beat down French multinationals in the current macro environment.) I'll certainly pay the price if I have to sell any or all of these shares in a hurry.