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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
Introduction Compact
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3575I like AA for the very long run but not here at nearly $12/share. 8 or 9 would The Ox12/24/2014
3574I think if you guys wanna compete, it should be from the price you bought the stNikhilJog-2/24/2014
3573"Your portfolio is pretty concentrated and heavy on spinoffs" - how doNikhilJog-2/24/2014
3572OK, any one else want to enter the race? Bruwin, Ox, Ditch ?Sergio H-2/24/2014
3571Re KALU - OK the race is on: There is an article in Barron's today, just coSpekulatius-2/22/2014
3570ATI sold off a division and improved its balance sheet. There's room for an Sergio H-2/22/2014
3569If i had to make a choice between CSTM and ATI, just based on the level of speciSpekulatius-2/22/2014
3568Your portfolio is pretty concentrated and heavy on spinoffs. FWIW, Agilent fell Spekulatius-2/22/2014
3567i bought CSTM at 24.53. How much did you buy ATI at? And you never told me whaNikhilJog-2/21/2014
3566Thanks Nik. I took profits on SLM a while ago and haven't looked back. And Sergio H-2/21/2014
3565will check it out. I am invested in LDOS, CSTM, MANT, TKR, CHMT, WYN and GPS. IfNikhilJog-2/21/2014
3564Good to pursue your passion. To be honest, I did my somewhat sneaky comment, becSpekulatius12/21/2014
3563Sergio...you might wanna read this on SLM.. reuters.comNikhilJog12/21/2014
3562well what can i tell you. Sometimes people have brains and no money, and there aNikhilJog-2/21/2014
3561You work in finance and have no money to invest? Get a real job :-)Spekulatius-2/20/2014
3560I have a position in PWR. Message 28944587 One idea that hasn't gone rightSergio H-2/20/2014
3559i have more than 4 holdings:) When i wrote NBR, i had no money to invest... MoNikhilJog12/20/2014
3558PWR seems to be off to the races today after earnings. I like their business. Ditchdigger12/20/2014
3557Very nice call Nik! It's a shame its not one of your four holdings.Sergio H-2/19/2014
3556I hope you did not sell your NBR...NikhilJog-2/19/2014
3555anyone has taken a look at Chemtura (CHMT)?NikhilJog-2/18/2014
3554The recent upswing in out Top 10 portfolio was fueled by SLW's rally. Nice tSergio H-2/18/2014
3553that's an interesting site showing BRK holdings...thankstsigprofit-2/16/2014
3552I see where Buffet (or his managers) changed up in a few positions. (I thought tDitchdigger32/15/2014
3551Good to see that the 'SI Top 10 Portfolio' has been holding its positionbruwin-2/15/2014
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