Would I buy the stocks in our portfolio again and why?
readThis is 1/2 of my position in BRU and was a panic-induced sale. Still holding 1,000 shares. P&L: -$510.90 P&L this year to date: $795.29
readAnother 2 shares, for a total of 4. Average cost $492.71 which is about 1.9 times Markel’s book value.
readFrom Infomine.com: The prices of metals in the currencies of countries that mine the commodities can vary considerably from prices commonly quoted in the press,
readInteresting interview with Bruce Duncan from Bolero Resources: http://www.cfra.com/chum_audio/Biz@Nite-Bruce.Duncan.Nov7.07.mp3 A few highlights from the interview (tinted by my bias): Bolero is developing big molybdenum deposits,
readI have a “stink” bid in at $485 for 2 more shares of MKL and it looks like it may get filled. Strangely, it’s the
readThere are some very conflicting reports out there on how much physical metal there is on the exchanges. Take zinc for example: in one source
readHeld since August 22, 2005. Including dividends after commission total return is 9.21%. Profit (ha ha): $32.00
readHeld since December 22, 2005. Including dividends after commission total return is 10.51%. Not very impressive but the dollar amount is even more laughable. Profit:
readHeld for 2.5 business days and 1 weekend. Net profit 5.73%. The sale was even sweeter when I saw later than UNG dropped $2.
read1. The key to identifying the next profitable sector is often to look for what’s been beat up and “under the radar”. Natural gas has
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