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 (36985)	3/16/2010 9:30:18 PM
From: Dr. Ipsofacto	Read Replies (2) \| Respond to of 78485

Paul, I'm just going to have to be patient with HUM. I still like it's valuations. I really like your RJET pick. Can you be any more specific on your valuation criteria? Especially your use of the 'tangible book value'. I've started a purely speculative, non-value related position in SIRI. I like this stock for a few of reasons. 1. It's a monopoly. 2. It just posted first profit since it's merger with XM. 3. It's making strong efforts to manage debt. 4. The financial media absolutely hates it. It was just added to the Nasdaq Q-50 so there will probably be a squeeze this friday as the few funds that mirror the Q50 will have to add by then. Again, pure speculation.