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 (33459)	2/6/2009 12:26:01 AM
From: Jurgis Bekepuris	Read Replies (1) \| Respond to of 78702

Oh, we agree on more than PEP. Heh, hmme, JNJ, I think, although I have not bought recently. MSFT perhaps, although I also missed recent lows. OK, let's see where else we agree. I seem to have moved into 3 directions recently: - Smallcap Chinese stocks. You have some of those and they are all in the gutter and perhaps too much shame to talk for me or you. - Oil. Not sure if you are still holding your Bakken, Marcellus and other shale plays, possibly they were mostly NG rather than oil. I concentrate on oil. We agree on COP maybe? Although I may switch out of it Buffett's investment notwithstanding. I think COP is too big, I don't like their integrated side, and I don't like the fact that they can't replace the oil they are producing. - Buffett companies. Or what I thought them to be. Lots of disagreement and teeth gnashing here. :) I prefer my holdings of MSFT, GRMN, GLW, COH, PEP, JNJ, NKE, WYE, MMM here. Also HOG although I am not going to add to it, since concerns about it are real. I'd be looking to add to most of the above at right prices. The problem is that I am much closer to you than you'd think. :) :( I have way too many positions and I should reduce their number, not add new names. My goal to exclude stocks so far is failing much more than I'd like to admit, so sorry if I try to discard almost everything I don't own. Honestly in case of DIS I wanted to like it. So take for what it's worth, that finally I decided not to buy it. I may be wrong though. :) Peace.