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 (31507)	7/16/2008 9:48:27 AM
From: Jurgis Bekepuris	Read Replies (2) of 78548

Nice analysis, but with Heebner's turnover it is quite possible that he does not hold most of these stocks by now. Edit: For fun, I'll add my opinion: US Steel - with most of the steels, I am not sure if they can pass the high cost of iron ore and coal to their consumers. I have PKX, but I would probably not buy any steels on macro reasons. OTOH, they may be somewhat "oligopolists" if steel cannot be efficiently exported/imported. Then they could hold margins fine. Nucor - Expensive. American Mobile (AMX) - Expensive Arcelor Mittal. - Not interested based on jumpy ROE Washington Mutual. - Was always quite dinky, not sure what Bill Nygren saw in it. Brazilian Petroleum Corporation or PBR. - I have some. A hold at these prices. Freeport-McMoRan Copper & Gold (FCX) - Not interested based on jumpy ROE Mosaic and Potash: Ditto on missed the fertilizer boom and not clear whether this will continue. Southern Copper PCU. - Not interested based on jumpy ROE Schlumberger SLB. Not interested based on jumpy ROE Monsanto - Not interested based on low ROE Alcoa - Not interested based on low ROE Itau, Bradesco, Unibanco - do not buy banks and other financials except for Buffett's holdings. Devon - Hold here. Weatherford - Not interested based on low ROE Companhia Siderurgica Nacional SID. - High debt/equity. Gerdau GGB - see above on steels. Vimpel - I hold small position, may sell though. Not very cheap. Tuckcell - valuation looks good, but prospects unclear. Apache - Hold. Mechel - expensive Alum. Co. of China - no opinion

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next