SI
SI
discoversearch

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 (29675)1/11/2008 2:37:30 PM
From: Jurgis Bekepuris  Read Replies (1) | Respond to of 78666
 
Yeah, I am still holding [t]LIZ[/t]. And [t]TIF[/t] is becoming interesting here.

Added to [t]AEO[/t] today. May add to [t]CHS[/t] and/or [t]LIZ[/t] in the future.

Bought initial position of [t]PKX[/t].

Bought very tiny position of [t]AXP[/t].

You mentioned [t]TRMD[/t] before. Is it really paying 16% dividend or is that an extraordinary payout last year? I looked at it again, though its 1.5 d/e is a bit scary. Any comments on this one?



To: Paul Senior who wrote (29675)1/16/2008 8:42:31 PM
From: Paul Senior  Read Replies (1) | Respond to of 78666
 
Fwiw, Tiffany (TIF) shareholder Nelson Peltz ups his holdings:

online.wsj.com

"Taking advantage of a sharp drop in the shares of Tiffany & Co., investor Nelson Peltz and his Trian funds boosted their stake in the luxury jeweler to 7.9% from 5.6%, they disclosed yesterday."


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News