Comments on Triaging My Way To Financial Success: Confessions of a Value Investor I:

Thanks Ethan - definitely more confessions to come...

2008-11-06T05:45:00.000-05:00

Thanks Ethan - definitely more confessions to come in the future as I expect to continue making a few mistakes every now & then in my investing activities.

Hey Brad. A big shout out to you for having the gu...

2008-11-06T02:28:00.000-05:00

Hey Brad. A big shout out to you for having the guts to start these confessionals up.

I think they're awesome, as they help you learn from your decisions and help us learn vicariously through your decisions.

A win-win, and who doesn't love a win-win?

Keep'em coming.

Cheers.

Ethan

Thanks for reading Anon,While I can't be certain t...

2008-09-11T14:46:00.000-04:00

Thanks for reading Anon,

While I can't be certain that we're near a bottom, I certainly see value in the market. Good luck with your investing!

Your story makes me think we're closer to the bott...

2008-09-10T15:57:00.000-04:00

Your story makes me think we're closer to the bottom. Thanks for posting.

Thanks for the comments Philbert,I will address yo...

2008-09-04T18:10:00.000-04:00

Thanks for the comments Philbert,

I will address your questions in detail in a post during the next few days since you took the time to ask some very specifically

Additionally, in hindsight, would you have bought ...

2008-09-04T18:00:00.000-04:00

Additionally, in hindsight, would you have bought Norbord now or in the near future?

Interesting. I too hold NBD and have seen the exac...

2008-09-04T17:54:00.000-04:00

Interesting. I too hold NBD and have seen the exact same behaviour as yourself. I am curious why you sold.

Do you feel that your money would work harder for you some where else? Or did you feel that the turnaround in this company would never come? Do you feel that the quality of Norbord has slipped (not withstanding the current rocky building environment)?

For the time being I will continue to hold this company because I believe the fundamentals are strong and when the dust settles (however long that takes) they will be one of the few left standing.

I follow Irwin Michael closely and noted that he recently close out his position in KEYN:
http://www.valueinvestigator.com/en/valuefavourites/keyn.php

Do you continue to hold your position in KEYN?

I happened to have sold my position in KEYN in July for a profit of 30% in 5 months and was quite interested to see that Irwin had sold his position.