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

To: NikhilJog who wrote (2108)	8/6/2012 10:54:04 PM
From: Sergio H	Read Replies (3) \| Respond to of 4719

I am going through all the nominations and if I could vote again, I would vote for APA, PH, UNP, PM, ROC, CMI,DIS, SLW and AAPL. I'll go with Bruwin on his logic on PM. UNP I did not vote for originally, as I voted for CXS. That's nine. Please ignore the rest. --------------------------------------------------------------------------------------------------------------------------------- I am on the fence on CL, JOY, SPLS, VZ and NBR as my 10th pick. Leaning towards NBR as they have catalysts, JOY as it clearly undervalued, VZ on its established niche and SPLS on its unrecognized value. CL for brand recognition spreading accross the planet. Don;t know if everyone is aware but COLGATE means hang yourself, in Spanish. If pressed, I would have to eliminate SPLS first. And it's tough making a pick from the rest. FWIW, I own SPLS, VZ and NBR with no plans on selling. Originally I voted for CSX and ADM and would now switch. I am replacing CSX with UNP and cancelling my vote on ADM. Congratulations on STX' short term gain but I vote no for long term. Would appreciate if everyone would post their top ten. ----------------------------------------------------------------------------------------------------------------------------------------

To: NikhilJog who wrote (2108)	1/17/2013 10:53:45 PM
From: Sergio H	1 Recommendation Read Replies (1) \| Respond to of 4719

Hi Nik. I am doubling down on NBR here. We need more participation from you on this thread where good ideas are valued. Sorry, but for personal reasons I am not able to contribute more here at this time and won't for the next few months. Sergio