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

To: E_K_S who wrote (48957)7/31/2012 11:57:37 PM
From: Paul Senior  Read Replies (2) | Respond to of 78753
 
re IEP: "Is his fund IEP reflecting any of his recent successful buy out offers (Amlyn, MGM etc)?"

Afaik, there's no relationship or desirability for IEP shares here. (Amlyn, MGM, NAV are deals outside of IEP, I believe.)

I have had an order in though for a tad more IEP if/when it drops back under $38.

I continue to hold CMI shares. I don't at all understand the attraction for NAV, and so, like you, I've passed on it.


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