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Contrarian Deep Value investor from MN. I am long II Cor 5:21.... it is the best transaction and offers deepest value this side of the other side. Explore it.
Other longs, scss, APO (twinkies and Athene), dave(best BBQ chain in 'north'), clf, plm, urre, CEF, gdxj calls, trx, jnug, hero, bp, mmm, FB (yes long at 21.53, and thought is was a stupid buy when it dropped to 18... but hung on and still own those shares ;-)
Lost big time on JCP, so not all falling knives work out - yet I think that JCP will live, I just bought too early... Long MOS in low 40s for food, and phys gold, silver, palladium and platinum to preserve long term purchasing power. Recently long NLY- bought with fear and trembling in 10s
(as I did BP at 26.54 and watched it drop to 25, 24. ... still hold BP though, and will NLY for long time)...
Long GASL, EZJ, and YINN. Will buy Rhodium soon. Suggestion: Watch PLM. I have visited the site, toured the mill, and spoke personally to CEO, CFO, Pres and IR. Classic classic unloved, even hated, deep value high risk investment. It's speculative and depends on Govt permitting, so be warned.
well, most of my positions are speculative.. .. except of course 2Cor5:21, .... again, that one's rock solid... one of the few you can't lose on. Take care all. - g
Hedge Fund Trader.
Commodities, Energy stocks, Gold, REITs, Stocks - short
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