I am starting to feel bullish on WB

Just read that WB's deal with Citi needs to be approved by WB's shareholders, that brings a big hope. Plus announced change of mark to market accounting rule, and rescue bills (passed 300 billion and 700 billion waiting for houses vote), I think there is a big probability that WB may come back to life.

People say you can't invest on hope, so give your hoped for situation a probability and multiplied it by potential reward, compare it against current stock price, think if you want to gamble on it. I am inclined to gamble on it.

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你说的abk涨得厉害啊。 -温嘉戛- 给 温嘉戛 发送悄悄话 (0 bytes) () 10/01/2008 postreply 22:51:27

This is an article about bond insurers including abk -longtermInvestor- 给 longtermInvestor 发送悄悄话 (659 bytes) () 10/01/2008 postreply 23:40:17

forgot to give you my blog link: -longtermInvestor- 给 longtermInvestor 发送悄悄话 (72 bytes) () 10/01/2008 postreply 23:41:35

太谢谢了,我要踏着你的足迹,跳进跳出。 -war3- 给 war3 发送悄悄话 (66 bytes) () 10/02/2008 postreply 00:23:21

非常感激,慢慢欣赏。买了什么了,到这里来喊一声。 -温嘉戛- 给 温嘉戛 发送悄悄话 (0 bytes) () 10/02/2008 postreply 00:29:36

what are the core positions? -雨悠然- 给 雨悠然 发送悄悄话 雨悠然 的博客首页 (0 bytes) () 10/02/2008 postreply 00:50:03

core position just means I will hold onto it -longtermInvestor- 给 longtermInvestor 发送悄悄话 (486 bytes) () 10/02/2008 postreply 07:58:13

What undervalued stocks you are holding in your core account? -Sylviadu- 给 Sylviadu 发送悄悄话 (0 bytes) () 10/02/2008 postreply 09:17:11

mbi, abk, ago, akf, akam, tasr, fmd, ucbh -longtermInvestor- 给 longtermInvestor 发送悄悄话 (130 bytes) () 10/02/2008 postreply 10:13:33

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