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Strategies & Market Trends
Buffettology
An SI Board Since December 1997
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Emcee:  Michael Burry Type:  Unmoderated
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3566Anyone here has an opinion on PG. The stock has gone down since the merger was aMarc Fortier-2/10/2005
3565I don't think CSCO is OT here, but I believe it is still very expensive baseJurgis Bekepuris-2/9/2005
3564OT: CSCO as a gorilla-type stock doesn't look too bad to me at current pricPaul Senior-2/9/2005
3563Big pharmas are definitely interesting from Buffettology point of view, especialJurgis Bekepuris-2/8/2005
3562Here is my gut feeling on stocks that should fit Buffett and Munger style: <Marty 100-2/8/2005
3561Due to CFIMX's $25k initial investment requirement, I actually hold some of Jurgis Bekepuris-2/8/2005
3560have you looked at clipper fund CFIMX: finance.yahoo.com excellent long term rLarry S.-2/8/2005
3559I'll second what hoyasaxa said. I am looking not just for a fund or even forJurgis Bekepuris-2/8/2005
3558Turnover- High rates bad, shows the manager not investing but speculating.hoyasaxa-2/8/2005
3557why is the turnover a factor? yes, could result in capital gains if in a taxablLarry S.-2/8/2005
3556Thank you for suggestion, but 117% turnover is unacceptable for me. JurgisJurgis Bekepuris-2/8/2005
3555I'd echo the RSNRX - RS NAtural Resources Fund. it does have a 1.69% load (Larry S.-2/8/2005
3554This one might fit your needs depending on what you consider low turnover and inDale Baker-2/8/2005
3553Shane, >>Do you mainly use ETFs for international exposure? Yes. As I saJurgis Bekepuris-2/8/2005
3552Jurgis, thanks for the reply. Do you mainly use ETFs for international exposShane M-2/7/2005
3551I seem to remember reading that Buffett avoids anything over 25X earnings... andClint H-2/7/2005
3550I still hold some CHKP even though I lightened on the recent runup. I don't Jurgis Bekepuris-2/7/2005
3549Shane, I hold IIF and TDF in my portfolio long term (no trading). I bought IIF Jurgis Bekepuris-2/7/2005
3548Shane M. I'll look closer at CHL. I'll start a small exploratory positPaul Senior-2/7/2005
3547OT: Interesting article on Exchange traded funds marketwatch.com says VanguardShane M-2/6/2005
3546Cool find Paul. FDS is one that I recently reduced considerably or dropped compShane M-2/6/2005
3545Here's the '05 BusinessWeek/S&P screen of their interpretation of BuPaul Senior-2/6/2005
3544<i>you might try what I sometimes do: buy early and buy often</i> tShane M-2/5/2005
3543Shane M.: Mexican food (incl. beverage) stocks I am following seem to be doing Paul Senior-2/5/2005
3542Paul, FMX and KOF have literally popped a top since we last discussed - and on Shane M-2/4/2005
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