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: Dan Meleney who wrote (41270)1/30/2011 11:44:23 AM
From: Grantcw  Read Replies (1) | Respond to of 78687
 
Hello Dan,

Do you have recent thoughts on NE based on earnings this week? I have a decent position, in my top 10, but I've been considering adding one more leg for a month or two. Seeing them added to the S&P 500 has me seriously considering again.

Thanks,

Grant



To: Dan Meleney who wrote (41270)2/7/2011 9:50:04 AM
From: Dan Meleney  Respond to of 78687
 
HD I just closed position I held in Buy & Hold Long Term portfolio. PE is just too high given cashflow and earnings. I lost a lot on 1/4 of the shares, which I'd bought long ago at too steep a multiple. I made 16% on the other 3/4 I bought last year for a net loss of 1%. I'll buy back if valuation isn't so steep in the future.


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