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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (48676)7/10/2012 3:59:06 PM
From: NikhilJog   of 78676
 
Paul - i agree. I put names here all the time " but not all the names all the time". i don;t put all my ideas here. so i will accept what you say and am def. not stopping you from putting $ in XIN.

U mentioned some names but you forgot lot of others I have put on SA and linked here, for example, plays on RAH, CVC, short on MTW, long ACIW, so on and so forth.

I asked abt phillips, but if u value it, seems like u might be getting refining for free. therefore I am looking at it from a perspective of a good long term buy.

On Dr. Faber - you are correct. He also invests with other people in addition to other stuff. I am not asking you to invest in things he invests in. The only reason i brought it up is that he invests and has some good Singapore names assuming you can buy them from here. Singapore numbers are real, they have good laws, good systems and companies are honest and solid.

Thanks and I always appreciate your input.
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