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: Spekulatius who wrote (47842)	5/8/2012 10:38:18 AM
From: Mr.Gogo	Respond to of 78472

I think it is now the time to go short your fashion company. Mine is this: google.com

To: Spekulatius who wrote (47842)	5/8/2012 11:19:03 AM
From: thatsnotluck	Respond to of 78472

<<Adding some COP at 52.X$ and some SI at 86.82$. Material stocks are very weak >> i picked up some COP yesterday at 52.45 and 52.35. picked some SI last week a bit higher than your price. i am getting to fairly full position and so not likely to add there until we move down around $80. put in a couple orders for MXI in the mid-57s this morning. agree that materials have been very weak.

To: Spekulatius who wrote (47842)	5/8/2012 3:21:12 PM
From: Spekulatius	Read Replies (1) \| Respond to of 78472

Also added some HES at 48.7$ - i never thought it would go that low but here we are - close to the levels in Sept 2011, when the world was supposed to fall apart. on another note- has anybody looked at GPN, the payment processor, that had a security problem. There is some tail risk there but if this going to be in the "this too shall pass" section like with Heartland in 2008, the stock looks cheap.

To: Spekulatius who wrote (47842)	5/15/2012 11:20:35 PM
From: Spekulatius	Read Replies (2) \| Respond to of 78472

Also adding some NEM at 44.05$ and a first batch of RIO at 47.23$. Continued weakness in resource related stocks while consumer goods (PEP which I own) are very strong. This is very different than the last correction in August 2011, when everything went down. I am thinking to add some AVP because there certainly is value there: 1) Chance that Coty comes back 2) Chance there is another bidder 3) Recent management changes starting to gain traction.