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

To: Spekulatius who wrote (2935)4/20/2013 1:23:25 AM
From: The Ox1 Recommendation  Read Replies (1) | Respond to of 4719
 
I am more than willing to wait 4 or 5 years to see where APA and AAPL "rate" then. I think it's critical to keep a copy of the current portfolio in place, as is, even if we collectively choose to make changes. Same should hold true of each new revision, it should be compared to the previous version down the road.

We're only 8 months into this, less than 3 full quarters.



To: Spekulatius who wrote (2935)4/25/2013 9:02:54 AM
From: Sergio H  Respond to of 4719
 
RE: APA and lack of catalysts....

APA has missed on estimates on their last 4 Qs. In reading the transcript from the Feb. earnings, it is
clear that management is prioritizing on meeting estimates in the future and therefore the lack of catalyst
interpretation.


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