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

To: Paul Senior who wrote (53873)	5/8/2014 3:36:37 PM
From: Wallace Rivers	Read Replies (1) \| Respond to of 78748

Well, RIG round tripped and is now down 3.5%. CC must not have gone at all well, guess I better snoop around.

To: Paul Senior who wrote (53873)	5/8/2014 3:49:14 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78748

Some buys I'm making today, fwiw: Adding a few shares to my few of VOXX. Falls back into my value style box. Bit more CODI as stock falls. I like the distribution yield and distribution history of no cuts 2008-2009. (note: this is an lp) In for a tracking position in Vaalco Energy (EGY). Not a good quarter (offshore dry hole); 2nd half may be better. Company has multiple opportunities in Africa. Company has generally been profitable (9 of past 10 years). No ltd. I look for a recovery in the stock. (It's down about 20% today.) Iona Energy (IONAF). If I posted all the times I've added to my position, this would become the defacto Iona board. Anyway, yet more again today to my very losing position. Cash flow increases to the company now from the producing Huntington field will allow development of more North Sea opportunities in 2015-2016. (EV/cash flow is attractive if Huntington can resume production to levels expected.) finance.yahoo.com