Value Investing Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Value Investing

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Stewart Whitman who wrote (22821)	12/22/2005 12:17:59 PM
From: Jurgis Bekepuris	of 78702

Stew, I also passed it at double price, but now it's twice cheaper. :) You are right that most manufacturers are dependent on commodity prices that have soared. I guess my LBY, DSWL and SXT positions are contrarian balance to my energy and commodity investments. Either these companies will find a way to pass the price increases to consumer, or the commodity prices will fall, or the companies will go extinct. Are these companies stinkers now? Yes, they are. If they weren't, they would not trade at the current prices. Will they work out? If we knew, wouldn't we all be billionaires by now? :) Still stinking Jurgis

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next