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Strategies & Market Trends
Fundamental Value Investing
An SI Board Since October 2006
Posts SubjectMarks Bans
4727 178 1
Emcee:  bruwin Type:  Moderated
Introduction Compact
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3544I've invested in a couple international companies with exposure in ArgentinaShane M-2/13/2014
3543<i>"EWZ is the Brazil etf, I don't know if there is one for Argenbruwin-2/13/2014
3542PZE is Petrobras Argentina, TEO is Telecom Argentina and both trade on the NYSEThe Ox-2/13/2014
3541I haven't looked much at Argentina, so I can't suggest companies which hThe Ox-2/13/2014
3540Ox, is there a way to invest in Argentina without investing "in" ArgeShane M-2/13/2014
3539APA, misses on revs and eps. It's been a very tough operating environment fThe Ox-2/13/2014
3538CSTM - I already bought it before GS upgraded the firm..so am long the firm.NikhilJog-2/12/2014
3537i will take a look for sure. right now i am looking into possibly buying WYN. ShNikhilJog-2/12/2014
3536Nik, I currently don't have any interest in SLM. I know you are following Sergio H-2/11/2014
3535Sergio - Are you still looking at SLM? Views if you have looked at it recently..NikhilJog-2/11/2014
3534Goldman ups Constellium, Alcoa as aluminum auto use a "game changer" BNikhilJog-2/11/2014
3533thanks! appreciate it. when they open up, i am going to nominate CSTM.NikhilJog-2/10/2014
3532<i>"The fact that 3 out of our 4 stocks which are currently negative bruwin22/10/2014
3531I'm not sure how the rest of you view our portfolio challenge but I'm veThe Ox22/9/2014
3530On the 18 May this year we can replace 2 stocks in any of the Portfolios if therbruwin-2/9/2014
3529Dividends for Buffett and SI Portfolios have been loaded.bruwin12/9/2014
3528So I posted some ideas this week. Timken and GAP i already talked about. HoweverNikhilJog-2/8/2014
3527Special Situation Ideas for week of 10-Feb-2014 @ valuestocks-kedar.blogspot.comNikhilJog-2/8/2014
3526We have a running portfolio.Sergio H-2/7/2014
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
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