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

To: NikhilJog who wrote (49172)	8/20/2012 9:38:05 PM
From: Sergio H	Read Replies (1) \| Respond to of 79188

Nik, I don't understand your take on DELL. You are bullish two years in advance? In an earlier post you stated first that it is not a buy for six months and then in a later post you said that it's a buy looking out two years into the future. So, looking at it now, it's not a buy and should be reviewed again sometime after six months from now but before two years....right? I won't ask why, but if you get around to it, I wouldn't mind this information. On Einhorn, his fund, Greenlight Capital has a return of over 20% since inception, insidermonkey.com Not too shabby. The oversize position in APPL should make up for the weak perfomance in the recent past.