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: sjemmeri who wrote (19298)	6/18/2004 6:24:26 PM
From: TimbaBear	Read Replies (1) of 78958

My safe pick of MRO I still own and it has done nicely. I have no intention of selling. My pick for a double, WSCI, is currently underwater. I still own it and expect the earnings release at the end of this month to put it nicely into the green. In selecting which one company to enter for this list, WSCI was a coin toss (in my mind) with PMSI. PMSI would be my current selection. PMSI is currently my largest holding and the largest percentage-of-total portfolio allocation I have ever had in one company. Prior to this, TRCI was my largest single company allocation and it was quite rewarding in that position. I am hopeful that I can say similar things about PMSI. So far the return on investment dollar for PMSI as a holding is 22.6%, if I'm correct in my reads of the financials, the technicals and the business model, this company could well double from here in the next year. Time will remove the mystery. Timba

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next