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Strategies & Market Trends
Fundamental Value Investing
An SI Board Since October 2006
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Emcee:  bruwin Type:  Moderated
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3000BRU - i had EBIX as a takeover target on my blog. I also heard from someone thatNikhilJog-5/1/2013
2999rich - thanks. appreciate the insight. I went to undergrad near Roch. and my ex-NikhilJog-5/1/2013
2998I’d like to respond to your post because several of the points in mine may need bruwin15/1/2013
2997We are now into the 9th. month since we posted our SI Top 10 Portfolio on the 17bruwin-5/1/2013
2996OT: Well a little brief update. I said 35 cent wing night which is Tuesdayrichardred-5/1/2013
2995ROC beat estimates despite weak titanium oxide numbers. There were a few interesSergio H-4/30/2013
2994ha:) Thanks red. I love when people challange me bcs thats the only way for me tNikhilJog-4/30/2013
2993BTW-FWIW-I still go there about once a month on wing night. (35 cent wings) Subrichardred-4/30/2013
2992yes, and i consider Canada foreign. they have reported " international opeNikhilJog-4/30/2013
2991I will try my best to answer. Let me know if i am not able to I think your shorNikhilJog-4/30/2013
2990This is from your report: The foreign growth story does not look attractive eitSergio H-4/30/2013
2989ok then i guess we agree to disagree. I am just saying that if your growth stratNikhilJog-4/30/2013
2988its all well and dandy - they are constructing "2" restaurants in middNikhilJog-4/30/2013
2987bru - thanks. Proves my point, but its too soon to declare victory. If i am totaNikhilJog-4/30/2013
2986I think your short argument for BWLD appears convoluted. You mention higher chicSpekulatius14/30/2013
2985What did you not get about unemployment? I did not agree with your conclusion tSergio H-4/29/2013
2984And sergio - if Canada is not international, then fine. but they don;t seem to bSergio H-4/29/2013
2983There's no question that looking at earnings is the best representative of aSergio H-4/29/2013
2982<i>"earnings are out"</i> Ah Yes, so they are .... I omitbruwin-4/29/2013
2981earnings are out. what i was saying is that in the future, the rate of growth NikhilJog-4/29/2013
2980<i> ... "I am saying that their rate of growth is slowing down, in tebruwin-4/29/2013
2979thats more than 2.5cents:) if things got reflected in the numbers, i guess it NikhilJog-4/29/2013
2978ok thats my number, infact its abt 2.2M, if you include the pre opening. What dNikhilJog-4/29/2013
2977Interesting exchange of views, reasons and opinions. Thought I'd add my 2.5bruwin-4/29/2013
2976I went back and checked. It's $2 million for a franchise. You'll find itSergio H-4/29/2013
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