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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: Spekulatius who wrote (22539)11/18/2005 4:46:32 PM
From: Madharry  Respond to of 78525
 
I own some xec and eca too. I bailed out of Oakmark Select today, although wm has climbed upwards recently I dont want to be in bank stocks right now, and they have big exposure to wm



To: Spekulatius who wrote (22539)1/27/2006 12:12:56 AM
From: Spekulatius  Respond to of 78525
 
Sold my small Dolby position today AH after the nice earnings report. Stock is not cheap with 40x earnings but i am willing to get back in this company with a very compelling business model on weakness.