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


To: Spekulatius who wrote (34331)4/30/2009 1:27:58 PM
From: Madharry  Respond to of 78715
 
well berkshire melted down just about as fast as it melted up under the weight of yours and pauls short positions i guess.



To: Spekulatius who wrote (34331)5/1/2009 3:24:12 PM
From: Spekulatius  Read Replies (1) | Respond to of 78715
 
BKC - exited BKC for a very small gain. I agree that it's not a value stocks even though it is cheaper than many restaurant peers here. EV/EBITDA is about 7. It also has international reach, so i think it's an above average restaurant business. i'll try again in the 14-15$ range, if it get's there.