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most of these have come from recommendations from people on
www.valueforum.com
Particularly bullish on TLK (which is up 4% already) and MXF.
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"bullish" is not a valuation metric. Can you summarize why you think they are quality holdings, and why you believe they are undervalued?
Also do you pay for membership on valueforum.com? If so, could you tell me if you'd recommend it?
thanks,
Randy