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

To: Sergio H who wrote (49190)8/23/2012 4:00:00 PM
From: Spekulatius  Read Replies (2) | Respond to of 78465
 
re ESLT - for whatever it is worth, I decided to add to my position yesterday at around 30.1$. Did some scuttlebutt "research" and from what i heard, is that they have an good name in military optics (Israel is top notch in optical research ) and most likely military electronics too.



To: Sergio H who wrote (49190)8/23/2012 11:54:18 PM
From: Spekulatius  Read Replies (3) | Respond to of 78465
 
Re GLD my contrarian view is that GLD is vastly overowned in some hedge fund circles. Those guys are not necessarily strong hands either, if they get hit by redemptions, they have to sell. Paulson is not the only one with a huge allocation to GLD but he is one of the largest:

bloomberg.com


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