SI
SI
discoversearch

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
An SI Board Since October 2006
Posts SubjectMarks Bans
4727 178 1
Emcee:  bruwin Type:  Moderated
Previous 25 | Next 25 | View Recent | Post Message
Go to reply# or date (mm/dd/yy):
ReplyMessage PreviewFromRecsPosted
2500PSX is a good pick but Buffett beat us to it. finance.yahoo.comSergio H-11/6/2012
2499I'll put PSX forward: http://www.finviz.com/quote.ashx?t=psxBrian Sullivan-11/6/2012
2498The rest of the portfolio is much more geared towards a strong economic growth eThe Ox211/6/2012
2497So far we've seen SLW play a major part in any capital gain of the SI Top 10bruwin111/6/2012
2496I see EBIX went as low as about $15.40c today. It's since pulled back by abobruwin111/5/2012
2495Silver Wheaton reports record quarterly production results [graphic]Press ReleasThe Ox111/5/2012
2494Ebix (EBIX) In Free Fall Following Reports of SEC Investigation Shares of EbThe Ox-11/5/2012
2493Anyone who wishes to put forward a stock as a potential future candidate for ourbruwin111/5/2012
2492...a list of potential candidates for our SI Portfolio. Thanks Bruwin. It was Sergio H-11/4/2012
2491Hi Sergio, E_K_S, The Ox and others .... You mentioned a while back, in your pobruwin-11/4/2012
2490According to the following extract of TGI's Income Statement it seems that tSergio H-11/3/2012
2489November 2, 2012 9:17 pm Railroad drives Berkshire cash to $48bn goo.gl BerkshiE_K_S-11/2/2012
2488With regard to TGI's EBITDA number, Kornblatt reported an EBITDA number of $bruwin-11/2/2012
2487<i>”I think there are many systems and tools but it all breaks down to <bruwin111/1/2012
2486Hi EKS. Take a read at TGI's cc. I think this is a true Graham value pick. Sergio H-10/31/2012
2485Bruwin, I think there are many systems and tools but it all breaks down to what Sergio H110/31/2012
2484When I read that article by Paulo Santos I thought the Fisher that he was referrbruwin110/31/2012
2483I like this quick valuation spreadsheet described in this article: seekingalphSergio H110/31/2012
2482So I guess that means "Retained Income" goes down by ~$2 billion, Sharbruwin-10/31/2012
2481Not sure if they can finance out of FCF but it is a relatively big deal . . . FE_K_S-10/31/2012
2480Any idea how DIS is financing the $4.05 billion purchase?bruwin-10/31/2012
2479<i>"If we are keeping a list of potential portfolio candidates, I probruwin-10/31/2012
2478ROC has a gap that should fill quickly and provides a good entry point.[graphic]Sergio H-10/30/2012
2477 Filings - ILL RICHARD C Seems like the insider made his biggest sale in TGT iSergio H-10/30/2012
2476Insider Filings - ILL RICHARD C Seems like the insider made his biggest sale iE_K_S-10/30/2012
Previous 25 | Next 25 | View Recent | Post Message
Go to reply# or date (mm/dd/yy):