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Publicis Groupe SA Message Board

  • bdparts bdparts Jun 27, 2007 7:03 PM Flag


    greetings dave
    which way now? ? ?

    perhaps we should wait 'til after 07-07-07 and
    Friday, July 13, 2007
    B4 we make any further additions to our "Ports"

    more later,

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    • You guys are funny. Have a great weekend. (eom)

    • Hey BD,

      I don't have a good handle on it right now.

      Acc/Dist definately looks like a declining consolidation and a lower low for price but thats no reason to panic.

      I've been so defensively postured for so long that since last fall I've under performed the markets by a wide measure. Thank goodness for a nice slug of FCX. Berk is getting close to a mildy interesting place and I prolly should get off the bench and figure out if I want ADM or not. A couple others but nothing to talk about.

      Haven't found anything to get excited about for a while and I'm not good at sitting on my hands so I have to stay busy. Exterior painting at one place, interviewing prospects at another. The veggie garden and a few other things at home.

      Bout time for another fishin trip and the wheat will be coming out soon.

      I check in though.


      • 1 Reply to dave1mn2
      • Greetings, Mr. Dave,

        Funny you should mention gardens. AERO provides for ready garden in the kitchens. I think it has appeal, however, it's also burning through some cash and I think it'll run out of cash soon. With revenue growing very rapidly, I think it should have no trouble securing additional funding, just the dilution gets pretty high. I have no wish buying at these levels, maybe at about $6. Refunding may provide an opportunity, I hope.

        Actually I was going to ask Ms. Hummingbird for her perspective. Maybe I get both of you to chime in?

        I was very itchy to get in the game too. The picking got really slim. Out of all the attractive issues, Berkshire come close to the top, and it's already up 15, 20%.

        Best, Sam

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