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: peter michaelson who wrote (32499)10/16/2008 2:09:05 PM
From: Jurgis Bekepuris  Read Replies (2) | Respond to of 78744
 
Well, I disagree that commodity prices were inflated, but since you ask, I will omit companies dependent on commodity prices:

ACTS, AEO, AOB, BID, CHME, COH, CRDN, CX, DD, GLW, GRMN, HOG, IR

And that's just my holdings. I am sure there are tons of other companies that I don't own at similar valuations.