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: Spekulatius who wrote (26367)	3/21/2007 11:36:05 AM
From: Dale Baker	Respond to of 78667

Thanks for mentioning RBS, Spek. I looked into them some and like what I see.

To: Spekulatius who wrote (26367)	3/21/2007 2:08:40 PM
From: Paul Senior	Respond to of 78667

"Sometimes the stocks we talk about the least are good for the largest gains." I find the stocks we talk about least are OFTEN the ones which deliver the largest gains (percentage gains).

To: Spekulatius who wrote (26367)	3/26/2007 9:59:00 AM
From: Spekulatius	Respond to of 78667

Portfolio adjustments - i reduced my position in VLO. Stock has exceeded my expectations and trades now close to fair value. I have also ventured into MOT recently but sold immediately after their miserable earnings. MOT has a long way to go and I expect more bad news.

To: Spekulatius who wrote (26367)	8/2/2007 10:30:35 AM
From: Spekulatius	Read Replies (1) \| Respond to of 78667

Bought back some BMW Vorzug (BMW3) using Interactive Brokers. BMW had a bad quarter (due to launch costs and high material prices) but their earnings always are lumpy. Revenues and sales look fine and their earnings projection for the year looks good. The stock has come down quite a bit and the preferred even more. BMW3 trades at 35.5$ versus 44$ for the regular shares BMW (Stammaktie). The difference between BMW3 (519003) and BMW (519000)is the lack of voting rights for the BMW3, but the BMW3 pay a slightly larger dividend. A discount of 20% just for voting rights is unusual. Interactive Brokers worked like a charm. I bought only a small position and my commission was only 4 Euros, plus 2.5$ for currency exchange. This allows to cost average cost efficiently even for foreign stocks. Executions was instantaneous. Beat that E*Trade!