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: Paul Senior who wrote (44504)9/22/2011 3:03:43 PM
From: Jurgis Bekepuris  Respond to of 78751
 
What is really scary is that to get to 2009 lows, we'd see another 40-80% decline. Even in super-Buffett-brands like KO.

I am buying, but then I have FCF from my job. So even if we go down 40-80% more, I can still buy... If I'm employed. ;)



To: Paul Senior who wrote (44504)9/22/2011 8:27:27 PM
From: voodooist  Respond to of 78751
 
I'm mostly cash. Trading around an SDS position. Sold alot today, bought some back. Added to NOK. Waiting to add to RIMM. That might be a mistake.
That's about it, save a couple of former pennies that are now trading in the 4.5 range. MYRX, SLTC, some weird stuff. PSSR not weird. You can't buy or sell it, so fuggedaboutit.

I had a decent size position in GR Goodrich, before the secondary, even cheaper than the secondary at the time (M/L wouldn't give me any and I was a very good customer). Didn't matter, I had it cheaper. They drove it down to give a gift to the institutions on the secondary. who would have thunk 120 bucks. sold after two years for a about 2.3 bagger. OY, sold at around 35 a long time agol