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

To: Jurgis Bekepuris who wrote (48254)	6/5/2012 3:49:49 AM
From: Bocor	2 Recommendations Read Replies (1) \| Respond to of 78476

Stay sober or drink and drive. Both might be fun. :) And drinking and driving might kill you or someone's child or father. Has to ID my Dad's body many years and tears ago after a drunk driver blew a red light and crushed his skull. He was only 62. Stay sober or drunk, but get behind the wheel drunk, and you are making a decision you may not be able to take back.

To: Jurgis Bekepuris who wrote (48254)	7/6/2012 1:19:51 AM
From: Jurgis Bekepuris	Read Replies (1) \| Respond to of 78476

My top 10-ish positions in no particular order: UVIC, GLW, MSFT, PMGLF, MHR-C/D, DRAGF. No changes New positions: SBMRY Positions increased: WU Positions reduced: PERI Positions eliminated: ATW, UFPT, FVLEF Flip-flop: Not much activity this month. I have sold (ATW, UFPT, FVLEF) or reduced (PERI) some lower conviction positions. None of them were overpriced, so the sales were more defensive than profit taking. I added to my WU position. I initiated small SBMRY position - not very cheap stock right now though.

To: Jurgis Bekepuris who wrote (48254)	7/24/2012 4:36:45 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78476

MAUXF: If the dividends that are planned (.05/quarter) actually occur as I presume, and if the country risk doesn't tank the stock, then in my view the yield provides a margin of safety with MAUXF at $1.34/sh. I've upped my position now a little more. Although, if I have to qualify a margin-of-safety with a number of "ifs", then maybe a margin-of-safety doesn't really exist to the extent I would like to believe. (aside: Stock purchased in ira to avoid a Canadian withholding on dividends)