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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
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3219yea i agree. i expect to see quite a bit of volatility going forward. more than NikhilJog-8/7/2013
3218QCOM may be a good candidate stock w/ the recent sell off. I do not own it but E_K_S-8/7/2013
3217I bought QCOM and AL this morning and suggest both as portfolio candidates.Sergio H-8/7/2013
3216Morning Ditch. A while back we talked about sector rotation and I thought you miSergio H-8/7/2013
3215I vote to keep Dis in the folio.Sergio H-8/7/2013
3214<b>VOTE FOR STOCKS TO REPLACE THOSE REMOVED FROM PORTFOLIO(S) :-</b>bruwin18/7/2013
3213<b>VOTE FOR STOCKS TO REPLACE THOSE REMOVED FROM PORTFOLIO(S) :-</b>bruwin-8/7/2013
3212<i>"DIS is kicking in all divisions and has made spectacular investmebruwin-8/7/2013
3211<b>STOCK TO REMAIN IN PORTFOLIO :-</b> <b>AAPL.</b> Ifbruwin38/7/2013
3210<b>STOCK TO REMAIN IN PORTFOLIO :-</b> <b>DIS.</b> If bruwin48/7/2013
3209<b><u>PAT</u></b> ... <b><u>PAT</u><bruwin18/7/2013
3208Hi Sergio .... as the AUTHOR of the post for Voting for a stock's removal, Ibruwin-8/7/2013
3207confusing info. <DIS does not have my vote.>Sergio H-8/6/2013
3206 Recommended by: X Brian Sullivan Sergio H snookcity From: bruwin 8/6/2013 2:1The Ox-8/6/2013
3205DIS was my pick originally and on the contrary, it is a buy for me now. DIS is kSergio H28/6/2013
3204Of course we will eventually reinvest the proceeds, but I don't think we neeSpekulatius18/6/2013
3203 UPDATE: Finisar Lifts 1st-Quarter Profit, Revenue View; Shares Jump 6:01 PM ETw0z-8/6/2013
3202You have added DIS shares but you recommended that we remove it from the portfolThe Ox-8/6/2013
3201DIS seems fairly valued at current levels. It has a forward PE of 16.5 and its Brian Sullivan-8/6/2013
3200I'm going to pat myself on the back.... FNSR trading over $22 a/h this afteThe Ox28/6/2013
3199I share your concerns with respect to AAPL without Jobs at the helm. For me, thThe Ox-8/6/2013
3198totally agreed. my point is, to replace it with something and not just remove itNikhilJog-8/6/2013
3197Hi Nik, .... the first step is to determine if there is sufficient consensus to bruwin-8/6/2013
3196Are we replacing AAPL with anything or just removing it? If we are not replacingNikhilJog-8/6/2013
3195<b>STOCK TO REMOVE FROM PORTFOLIO :-</b> <b>DIS.</b> Ibruwin28/6/2013
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