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: Spekulatius who wrote (34948)7/30/2009 11:55:02 PM
From: Spekulatius  Read Replies (1) | Respond to of 78764
 
Selling BRK.B and AOB. Both have reached my target price. BRK.B originally was meant as a wiggle play back to 3000$ and has exceeded my expectation.

An amazing market. I am underperforming due to being 50% in cash now after the latest sales but I am not complaining at all. I think we may have further upside left. I was trying to make a play for FMC after the disappointing earnings report but didn't get shares AH. Today they are up 7%!



To: Spekulatius who wrote (34948)8/28/2009 1:31:29 AM
From: Spekulatius  Respond to of 78764
 
BAESY - ouch! Byebye TRV at 49$. Added MDTH @9.31$

marketwatch.com

FWIW (not much!) I am holding.

Sold TRV. i like it but 49$ was my price target. Stock is now at fair value according to my script. Cash now at 50% of my portfolio.

Added MDTH. Trading at a substantial discount to tangible book and with positive earnings has worked in most cases. I am betting that this one works as well.


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