tag:blogger.com,1999:blog-2335748440449035592.post8637965551350259091..comments2008-07-23T19:02:47.924-04:00TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comBlogger5125tag:blogger.com,1999:blog-2335748440449035592.post-72903694846709393012008-07-23T19:02:00.000-04:002008-07-23T19:02:00.000-04:00well I took a new small position in SKF again this afternoonhrs0944http://www.blogger.com/profile/09986838112144909482noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-88271563927013957192008-07-23T15:07:00.000-04:002008-07-23T15:07:00.000-04:00Every few months I get something correct it appears.TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-28152772738752961042008-07-23T14:43:00.000-04:002008-07-23T14:43:00.000-04:00This relates to what you saying this a little while ago about how US coal is cheap... and if the basic materials got nailed today because of hedge funds, which seem to be driving investment patterns, then those companies just became cheaper.<BR/>Nice thesis on your part.<BR/><BR/>http://www.forbes.com/feeds/ap/2008/07/22/ap5238506.html<BR/><BR/>It would appear that the job that JPMorgan and similar investment houses did during the gilded age and the roaring twenties has been taken over by the hedge fundsJeffreyhttp://www.blogger.com/profile/05818923069979277977noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-26766976988685042642008-07-23T14:03:00.000-04:002008-07-23T14:03:00.000-04:00Always great irony in this market. When I bought UYG a few weeks back, I received a similar comment. <BR/><BR/>And when I sold SKF a week before that I received a similar comment.<BR/><BR/>:)TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-19367205331793267322008-07-23T13:48:00.000-04:002008-07-23T13:48:00.000-04:00Mark,<BR/><BR/>I admire your stick with it spirit, just be carefull about fighting the tape. A investor can fight it for short periods but there is a fine line between being patient and getting run over.nxgstockhttp://www.blogger.com/profile/05833841974191631472noreply@blogger.com