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 : Fundamental Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Sergio H who wrote (2170)	8/6/2012 11:16:06 PM
From: E_K_S	Read Replies (4) \| Respond to of 4720

hmmmm - GLW w/ 28.5% net profit metric; one of the best "undervalued" GN values and overall one of the best undervalued candidate stocks in the group . . . and it did not even make your cut. goo.gl Have you or can you calculate the GN for your candidate stocks... or does it even matter in your valuation? Are you able to rank your expected annual rate of return for each or is that not a consideration? Very interesting. EKS

To: Sergio H who wrote (2170)	8/7/2012 12:48:34 AM
From: Spekulatius	1 Recommendation Read Replies (1) \| Respond to of 4720

I agree on UNP over CSX. UNP is the better franchise, imo - CSX is lower valued by ~15% but i think over the longer run, the better franchise will win. As for ADM, I agree there may be better picks out there without the short term challenges. Unless somebody else feels strongly about keeping ADM in the race, I am inclined to drop the stock from the list.