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: Paul Senior who wrote (27859)	8/22/2007 6:20:35 PM
From: E_K_S	Read Replies (2) of 78763

Do you still like CSG below $40? It seems to be priced similar to KO based on their forward PE but KO delivers a higher dividend. finance.yahoo.com Buffet's largest holding is still KO. Berkshire Hathaway holdings: holdings.nasdaq.com Notice Buffet added BAC to his holdings as a 'New" addition. I do recall the discussion about Bill Miller and found it quite interesting. I guess I error on holding some positions too long and do agree with you that three years should be plenty of time for both the company and/or industry to turn around. Interesting note on Graham's general holding period for cigar butt positions. Do you know if he found it profitable to ever establish new full positions from his cigar butts? I find that I continue to have pretty good knowledge about these companies and their operations. I tend to sell them too early in their recovery. HAL is one that comes to mind. I am currently reviewing my portfolio for tax loss selling candidates as I like to complete these transactions during Sept. & Oct. which is early. I like to load up on new positions (or additions) when everybody else is tax loss selling in December. EKS

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next