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: gizwick who wrote (46570)	2/13/2012 6:09:36 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78753

"My single best investment has always surpassed my expectations." As I say, that's not been so for me. How have your investments which were not among your single best ideas worked out for you? If not as good as the single best idea (or two or three best), then I presume you would want to concentrate your investments and put more money into your best idea/ideas. Or maybe alternatively less money or no money into lesser ideas. I assume based on your history, because your best idea(s) have surpassed your expectations, that your have more conviction with your best ideas. That's mostly different from my experience with stocks I've chosen. As some people say though, all you need is a few good ideas, conviction, money to buy, and fortitude to hold on. I have a friend whose friend owns only one stock ---AAPL. His best (and only) idea. Generally though I'll argue there are a lot of people and several mutual funds who only invest in their best ideas, and I'm not so sure their results surpass their expectations. Or in the case of concentrated funds, that they consistently outperform diversified portfolios of similar style. Ah well, we're all different with different goals/skill sets/ risk profiles. Although I may not be willing to bet heavily on my best ideas, I may be like several (many?) others on SI: I'm willing to bet on YOUR best idea(s) -g-. Maybe not so much $$ though. Am certainly willing to look at your recent picks. Thanks for mentioning.

To: gizwick who wrote (46570)	2/14/2012 2:49:27 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78753

Agricultural need of China: I decided on Viterra , and I re-established my position today. viterra.com!ut/p/c5/04_SB8K8xLLM9MSSzPy8xBz9CP0os3hLSw8LQycTA0v_ICMzA0_PUA-_kKAApwADY_1wkA6zeAMcwNFA388jPzdVvyA7rxwA5Krefw!!/dl3/d3/L2dJQSEvUUt3QS9ZQnZ3LzZfOTlIODFCNDA5OFIxNjBJMk5NR1BKTzFIMzM!/ finance.yahoo.com

To: gizwick who wrote (46570)	3/7/2012 5:54:22 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78753

Gizwick. Okay, I'm in for a few shares of CERGF now too. "Based on agricultural need of China,etc." Company trades well below stated bv. Has lots of cash/sh, but also lot of debt/sh. finance.yahoo.com I feel I'm being drawn to too many of these dinky low-volume obscure companies now. Going to be painful to extricate myself if stock goes against me. My preference for food stuff ("ag-business") supplier to China is still VTRAF. $5B enterprise Canadian with operations elsewhere, esp. Australia, NZ. And I like trading company NOBGF.pk also.