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


To: bankbuyer who wrote (1180)5/14/2012 8:44:24 PM
From: Covenant1 Recommendation  Read Replies (1) | Respond to of 1876
 
I dont do foreign based stuff. Just me and my way


COP, DOW, and JNJ all have large international operations. Therefore, I interpret your US centric approach just means US headquarters and SEC regulation regardless of where operations are domiciled.



To: bankbuyer who wrote (1180)5/14/2012 10:12:22 PM
From: batman10023  Read Replies (1) | Respond to of 1876
 
how big do you make each position? i guess as a percentage of your equity bucket?

some of the names you discuss can be relatively large positions (JNJ/PG for example)