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: James Clarke who wrote (29234)	12/13/2007 12:41:48 AM
From: Kevyn Collins-Thompson	Read Replies (2) of 78834

It's been a while since I've posted any "best idea" here on SI.. almost three years? (That was CCL Industries, a very boring but very undervalued Canadian packaging company.) So I'm sorry to say that for the first time I have no stocks I'd be willing to recommend in public as "likely for substantial gains next year" from my own portfolio. I am keeping only four long-term long positions in my stock portfolio: RNR (held 10 years), FR (held 8 years), MSFT (held 15 years), TRMD (held 4 years). I do reserve the right as a radical value investor to continue shorting certain financial stocks :-) Some of the best value I see now is in commodities (this was long before I heard of Jim Rogers) and that's where I intend to switch most of my investing for the long-term. I do still intend to be involved in the stock market, but I'd be interested to correspond with anyone else who is also making the switch from stocks to soybeans... Kevyn

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next