Disciplined Investing, especially the NAIC way

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Strategies & Market Trends
Disciplined Investing, especially the NAIC way

An SI Board Since February 1999

Posts	SubjectMarks	Bans
469	14	0

Emcee: The Philosopher	Type: Unmoderated

Introduction Compact

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Reply	Message Preview	From	Recs	Posted
344	We have one member who is death on homebuilders -- a former contractor -- so we	The Philosopher	-	7/2/2002
343	Looks like a great move to stop out of Elan with today's news. Wow, what a	- with a K	-	7/2/2002
342	More on MINI: Another top buy was Mobile Mini, which sells and leases portable	- with a K	-	7/2/2002
341	RE: AZO. Nice pick for your club! Congrats again. Here's a plug from a F	- with a K	-	7/2/2002
340	I agree, but was out-voted.	Steven Dopp	-	7/2/2002
339	I was running one of my screens over the weekend and stumbled on MINI. Run an S	The Philosopher	-	7/2/2002
338	We haven't, and I doubt we would do it on more than one or at most two stock	The Philosopher	-	7/2/2002
337	I think my club is inclined to use stop limits on winners to assure profits. Ho	Steven Dopp	-	6/26/2002
336	I proposed it in one of my clubs a while back but there was no support. I'v	- with a K	-	6/26/2002
335	FWIW, my club decided to put a 20% stop loss on all of our stocks. While this m	Steven Dopp	-	6/26/2002
334	Thanks, I have a busy weekend moving the office, but will try to look at KG.	The Philosopher	-	6/21/2002
333	Hi Christopher, I haven't looked at Amgen but would like to someday. KG lo	- with a K	-	6/21/2002
332	I'm in the process of looking at Amgen, don't have an answer yet but it	The Philosopher	-	6/21/2002
331	Another club's holdings: I have been in contact with a friend and former co	- with a K	-	6/21/2002
330	Well, I appreciate the suggestion, but I think I'll pass on it for now. But	The Philosopher	-	5/10/2002
329	Yes, it's not a classic NAIC stock. In fact, I said the SSG looks like teen	- with a K	-	5/10/2002
328	Are we talking about the same company? Pharmaceutical Resources? Using the AAI	The Philosopher	-	5/10/2002
327	I still like PRX. And I would argue that they compete on more than just price.	- with a K	-	5/10/2002
326	One question on Merck is whether you want to own the Medco spinoff, and what tha	Mark Marcellus	-	5/9/2002
325	I don't know PRX -- is it still worth looking at? We held WPI and did quit	The Philosopher	-	5/9/2002
324	It's been a while since I looked at Merck, but FWIW, here are some notes fro	- with a K	-	5/9/2002
323	We discussed Merck this morning. We already hold it, so it was a quarterly upda	The Philosopher	-	5/9/2002
322	Wish you had told me you would be in the Seattle area -- we might have gotten to	The Philosopher	-	5/8/2002
321	One of my club members will be taking the SA-3 class later this month, and I'	- with a K	-	5/8/2002
320	Thanks -- I'll look into them. We've tended to avoid bank stocks becaus	The Philosopher	-	5/8/2002

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