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Strategies & Market Trends
Fundamental Value Investing
An SI Board Since October 2006
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4727 178 1
Emcee:  bruwin Type:  Moderated
Introduction Compact
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2525Hi Sergio - If you scan the Buffet challenge candidates you can see our group dE_K_S-11/15/2012
2524Warren Buffett's Berkshire Hathaway has eliminated almost all of its stakes Sergio H-11/15/2012
2523I am not sure how this affects the "Buffet Portfolio": Warren BuffettB.K.Myers-11/15/2012
2522No problem TO. Of course, nothing is cast in stone. So if there's sufficienbruwin-11/15/2012
2521I stand corrected!The Ox-11/15/2012
2520Well, ... according to the existing "Rule 2" ... <i>"(2) Sbruwin-11/15/2012
2519I believe we can still hold DE as long as it's not one of WB's top 10...The Ox-11/15/2012
2518Buffet's new buys. One of my favorites on that list Deere & Company (DEE_K_S-11/15/2012
2517JOYG pdf from yesterday's Goldman Sachs Conference.... files.shareholder.cThe Ox-11/15/2012
2516Hi there E_K_S, As Sergio reminded us in post #2492 below, you made the originabruwin-11/13/2012
2515Not many retailers have survived a ~25% same store loss, which typically sets ofSpekulatius111/13/2012
2514If you are keen to make a play for JCP I'd say your idea to do it via Preferbruwin-11/13/2012
2513Looking at KTP & PFH as a way to play JCP. Rather than buying the common E_K_S-11/12/2012
2512I'm not sure of the value of J C Penny's real estate at $17/share. VornaSergio H111/9/2012
2511<i>" ... but you cannot buy the land and fixtures at this price if stbruwin-11/9/2012
2510J. C. Penney Company, Inc. (JCP) - May be a great value Buy below $17.00/share.E_K_S111/9/2012
2509Well, looking at the last pair of 6 monthly EPS numbers of QCOM, viz. $1.46 and bruwin-11/9/2012
2508Bruwin, I doubled my position on QCOM today. I only do that for buying shares toSergio H-11/9/2012
2507I have not had an opportunity to look over MOG.A and have it on my dd list. LookSergio H-11/8/2012
2506>Will Obama initiate a tax program to bring home the huge cash stockpile tharichardred211/8/2012
2505The basic fundamentals or the story with QCOM is the other side of the coin fromSergio H-11/8/2012
2504Just had a quick look at several areas of QCOM's latest Annual and it looks bruwin-11/8/2012
2503QCOM on earnings beat will find resistance at overhead gap between 62 and 63 butSergio H-11/7/2012
2502Thanks for that nomination Brian. Unfortunately, as Sergio pointed out, Phillipbruwin-11/6/2012
2501I put forward MOG-A. Reasonable valuation (10-11PE forward) and a good long termSpekulatius111/6/2012
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