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Strategies & Market Trends : Value Investing
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From: Jurgis Bekepuris2/7/2013 1:05:45 AM
   of 78685
 
Since Shane M does not want to discuss his portfolio, I am not going to reply directly to him. However, I always found his investments close to my own, so here are some observations:

CMI BRK.B WDC AAPL INTC JOY - I currently own all these stocks.

NEU CF - these are two huge misses for me. I owned CF and I was looking to buy NEU. I sold CF much lower than current price and I never bought NEU at much lower than current price. CF is still cheap if one believes that their current earnings are sustainable. It's so hard to buy the stock at $225 after selling it for $66. There. I said it. I am a loser. :/

CSTR - Looked at it now, a bit too expensive for me.

YZC - No comment.
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