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

To: Paul Senior who wrote (55106)	3/26/2015 2:57:23 PM
From: Wallace Rivers	Respond to of 78740

Bought AXP today FWIW.

To: Paul Senior who wrote (55106)	3/27/2015 1:29:45 PM
From: Ditchdigger	Read Replies (2) \| Respond to of 78740

Are you holding shares of Olin? I like this deal for DOW. Reminds me of WLK's spinoff, different structure obviously, but a shift away from commoditised revenue . thestreet.com

To: Paul Senior who wrote (55106)	5/26/2015 8:56:43 PM
From: Spekulatius	Read Replies (2) \| Respond to of 78740

Purchased some SNI at 67$. I like the consistent growth and the good FCF (minimal Capex), which allows for consistent stock buybacks. It's more like a GAARP stock than a value stock, though. I own some DISCA shares in the same space. The way I see it, I am paying around the market multiple for a good or perhaps even great business. I should have purchased this stock a long time ago, since I have SNI on my watch list since 2009, Better late than never...