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Strategies & Market Trends
Fundamental Value Investing
An SI Board Since October 2006
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4725 178 1
Emcee:  bruwin Type:  Moderated
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3525Are we deciding on a portfolio this year?NikhilJog-2/7/2014
3524Sergio - Agree. However, among their US comps, they are trading at the lowest vaNikhilJog12/7/2014
3523You've just jogged my memory, Sergio ... I haven't recently updated declbruwin-2/6/2014
3522Nik, GPS is trading at a discount to its historic valuation and it does have a sSergio H12/6/2014
3521agreed. I guess we will just have to find out :) I think they will do fine. goodNikhilJog-2/6/2014
3520There is also a buyback, international expansion and high margin product mix stobruwin-2/6/2014
3519Thanks Bruwin. I bought GAP around 37.50 or so...i usually invest in the long teNikhilJog-2/6/2014
3518I had a look at GAP in terms of Buffett's criteria, primarily. There's bruwin-2/6/2014
3517anyone has taken a look at GAP, INc (GPS)?NikhilJog-2/4/2014
3516Thanks, b! This is encouraging to read: When a government in Africa consists oThe Ox-2/4/2014
3515Hi TO ... From what I see and read, as a "man in the street", South Afbruwin22/4/2014
3514Hi b, Any comment about SA's economic situation going forward? South AfricaThe Ox-2/4/2014
3513Nik, my two favorite plays right now probably do not fit into your investment stSergio H-2/3/2014
3512well I always think in terms of 1yr+. I don;t think anything will happen in a quNikhilJog-2/3/2014
3511Sergio - thanks. Always appreciate your feedback :) any names you are looking NikhilJog-2/3/2014
3510Hi Nik. Interesting conclusion: I would say, in general, it will be a good yearSergio H-2/3/2014
3509Hi Nik .... no need for 'sorry' !! I was just interested to know if I wabruwin-2/3/2014
3508Sergio, of course that's not to say I don't have room for a smallcap or Ditchdigger-2/2/2014
3507Thoughts on the 2014 markets @ valuestocks-kedar.blogspot.comNikhilJog-2/2/2014
3506yep...sorry abt that. Its TKR - NYSE. the company is going to do a spin-off thisNikhilJog-2/2/2014
3505I understand Ditch. I am fortunate enough to enjoy my pension. A small cap stocSergio H-2/2/2014
3504English is his second language. He is doing an incredibly good job putting togetSergio H-2/2/2014
3503Good morning Sergio, I will definitely check out AUDC. " encourage you to Ditchdigger-2/2/2014
3502I see ... not that easy to determine his emphasis from a 7 word inquiry ! ... abruwin-2/2/2014
3501Hi Bruwin. I think Nik is referring to the spin off. seekingalpha.comSergio H-2/2/2014
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