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

To: E_K_S who wrote (43634)	7/30/2011 1:57:43 PM
From: Jurgis Bekepuris	Respond to of 78711

In hindsight, the "Black Swan" positive play was to bu MIC in 2009 on or nears it's low around 3 and at today's price represents a 4 bagger in only 24 months. In hindsight, the "Black Swan" positive play was to buy ANYTHING in 2009. :) I have a (single) ten bagger, tons of 2 baggers, and stuff in between. (Yes, buying KO, MSFT or BRK did not result in 2 baggers, so you had to choose a bit... :))

To: E_K_S who wrote (43634)	7/30/2011 3:02:58 PM
From: ValueGuy	Respond to of 78711

EKS Many thanks for highlighting these two companies. I guess hindsight is always wonderful! :) However, I must say that you still did quite well on OSK. I have to agree with you that the level of debt within MIC will make any potential investor nervous (see finance.yahoo.com. In this case I would say that due to the long term nature of their assets, one would have to look and see what the maturity profile of the debt is. It goes without saying that the longer the due dates are for the outstanding debt the better, as in theory the risk profiles are matched. Will hope to do a deep dive as time goes on.