Value Microcaps Free-For-All

[bradford86]

john302,

thanks for the heads up. i'm immediately aware of some of my portfolio shortcomings. i definately bought too much ghii and nwd, especially since i've found 10 or so similar deals out there. the goal right now is to try and push my money into those other ideas at similarly attractive valuations; anticipating that 3 will go under for reasons that i don't know yet and couldn't forecast yet, but that overall, these companies that are selling less than book value and are growing year over year at rates of 100%+ with P/E's less than 2 and a story that i like... have to do something..

otherwise, i sincerely appreciate any and all help. my mentor has annualized 15% for the past 18 years, including the whole market crash, he was pulling 30% before that.

wish you would have gotten to me 8 months sooner and i'd have listened.. but that's rear view mirror.