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

Recommended by:

Jurgis Bekepuris

To: Spekulatius who wrote (53837)	6/7/2014 2:37:35 AM
From: Spekulatius	1 Recommendation Read Replies (2) of 78665

Sold out CAM.L @10388 pence. The company is moving at a glacial pace and earnings are much larger than cash flow, because of biological assets revaluations. My most significant recent buys are AMCX and LMCA in the media sector. LMCA trades at a discount to the sum of parts but the parts seem somewhat expensive. AMCX is a GARP stock. There is not much to do in this market.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next