Greenblatt's Little Book That Beats The Market 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 : Greenblatt's Little Book That Beats The Market

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: bruwin who wrote (168)	1/10/2009 3:26:48 AM
From: Spekulatius	Read Replies (1) of 218

No I have not purchased Joel's book yet, may borrow it from our library. I saw this book in the isle of my favorite bookstore and found it worthwhile to look into. I do think the idea to look into spinoffs and emerging bankruptcy worthwhile but like so many other things it has not been working well recently. The main reason for this is that many spinoff are loaded with too much debt for this unforgiving credit market. this might work again the credit eases and the economy improves. I also expect many bankruptcies to happen so looking at emerging plays may work well a few years down the road. Regarding PCP I think it is a good company. This is based on it's LT track record and information I gathered from analyst report. They do have a moat due to their unique manufacturing capabilities. Of course manufacturing is slowing (to say it mildly) and being a big supplier to Boeing does not help either currently.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next