SI
SI
discoversearch

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 ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Stewart Whitman who wrote (20799)3/4/2005 9:52:08 PM
From: Paul Senior  Read Replies (2) of 78746
 
Stewart Whitman: Thanks for this updated list. I'll check out a few new names there.

I have the very distinct feeling I either have a story about each of these stocks or I eventually will have. And (sigh) many times that story will be accompanied by regret on my part. So I too will will wince when recalling these names. Such is life I guess.

----
JJZ: Still holding a few shares from when it was called USI. Have sold almost all buys though as stock has risen from depths (2001)

CMCSA: Had bought this one as a value play based partly on what I read of value funds and Mr. Simpson's/Mr. Buffett's buying it.
I am presuming - and I could be very wrong here- that Mr. Buffett bought CMCSA under $30. If stock drops from current price (about $32.79), to that lower number, and on no adverse news - I will up my small position. (If anybody here does have knowledge of Mr. Buffett's buy price, I'd like to know what that price is.)
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext