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

To: Sergio H who wrote (2116)	8/2/2012 1:57:43 AM
From: Spekulatius	Read Replies (2) \| Respond to of 4719

I think we should respect the voting results, that is what we agreed upon when we started, so I don't think it would be fair, if we drop that because of someones opinions. The results were crowdsourced (so to speak) and maybe this wisdom does beat or individual opinions. I personally don't care for F and think CMI is a better bet. I don't like VX for it'sdebt, dying fixed line business and pension issues either. I think ROC is better than SLW in the materials bucket (which is where I would put it),but these are just my opinions. I think we are basically done here after finishing the voting, but don't have any problems to pick some from the 5 vote buckets to get a certain business represented that otherwise would not be represented in the portfolio.