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Gold/Mining/Energy : Imperial Metals (IPM.T) -- Ignore unavailable to you. Want to Upgrade?


To: Italian Investor who wrote (1131)7/25/2012 9:48:25 PM
From: Paul Senior  Read Replies (1) | Respond to of 1366
 
He says he's been buying CFN. That one I don't understand -- looks too expensive for me for what you get -- so I'll pass.

Another article says he has bought WLP. And now that the stock has suddenly dropped on the quarterly report, the price seems about where he bought. I had bought a little WLP before the drop, and have upped my position today.

gurufocus.com



To: Italian Investor who wrote (1131)9/15/2012 6:05:11 PM
From: Paul Senior  Read Replies (1) | Respond to of 1366
 
So many stocks now seem expensive to me. The disk drive makers might still be values.
Barron's has a new report on one (WDC):
online.barrons.com

The hard-disk-drive maker is having a hard day after lowering quarterly guidance. However, shareholder friendly actions should help boost shares.

I don't like stepping up for a buy after I miss a big run up in a stock.

However WDC has now dropped back somewhat from its high point achieved from its very good rise in July through August.
finance.yahoo.com

WDC looks like a value stock to me, and at current price I will enter an order for a few shares.
finance.yahoo.com