Silicon Investor (SI) -- The First Internet Community

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 -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (21904)	8/13/2005 1:53:29 AM
From: Spekulatius	Respond to of 78666

re BMW - i still own my position. Up now 50% in Euro terms and even more in US$. Revenues were great but earnings weaker than expected due to higher costs and lower US$. It's well managed and should do well LT, unlike most other car company which don't earn their cost of capital. I own some BMW, Takeda and Nestle in my international blue chip portfolio and all of them are doing well. Unlike my IRA, i don't trade this very much and hold my positions for several years. This approach has worked OK as well for quite some time as well.