Saturday, March 18, 2006
Misc Thoughts
I guess I'm on hiatus since I haven't done much lately. The press release from Strathmore is interesting, but doesn't affect my valuation much. I had assumed zero pounds of uranium from Waterbury Lake. If they find anything there it'll be a bonus. The spot price of uranium went up even further to $40. The press release (and 8-K) from CXTI shows that they bit off more than they can chew. It doesn't look all that bad. But that's what a margin of safety is all about.
I'm currently fully invested and I intend to follow my investments closely, but searching for investments just isn't a high priority right now. I'm revisiting stuff again, but not keeping notes (admitedly a huge mistake that I'll need to fix). I'll probably post some notes before too long on revisiting companies. I expect to cover all of them at once, in order to keep it simple.
I'm currently fully invested and I intend to follow my investments closely, but searching for investments just isn't a high priority right now. I'm revisiting stuff again, but not keeping notes (admitedly a huge mistake that I'll need to fix). I'll probably post some notes before too long on revisiting companies. I expect to cover all of them at once, in order to keep it simple.
Meanwhile, Afghanistan considers executing a man for
the crime of converting to Christianity 16 years ago.
Well, like the judge said, it's "an attack on Islam."
the crime of converting to Christianity 16 years ago.
Well, like the judge said, it's "an attack on Islam."
// posted by Bruce @ 5:28 PM 
