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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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3600I don't see the value in CHMT either, but in all fairness, applying Buffett&Sergio H-3/1/2014
3599CHMT, my 10c worth .... [graphic] There doesn't seem to be much going for bruwin13/1/2014
3598Management needs to navigate the company into beneficial relationships with goveSergio H-3/1/2014
3597Re CHMT - i have no clue how the polyurethane or bromide business is going to peSpekulatius22/28/2014
3596Very interesting...i will certainly look at AL.NikhilJog-2/28/2014
3595We each have our own agenda and sometime we don't match up. So it goes. I knSergio H-2/28/2014
3594thank you. i will put up something soon. on CHMT. But i still did not get a resNikhilJog-2/28/2014
3593Not sure about your CHMT investment thesis, but quite agree with you on your staSergio H-2/27/2014
3592You might remember our discussion on Air Lease. Came in with very nice report aSergio H-2/27/2014
3591"The AG business is only 20% of the revenues" - Its not about how big NikhilJog-2/27/2014
3590I must have missed your mention of PWR. I spotted it in my Dad's portfolio aDitchdigger-2/27/2014
3589Initial look at CHMT shows a P/E of <b>178.5</b> !!! WOW. Should bebruwin-2/27/2014
3588Re CHMT - i think Gabelli is in this one, I looked into this stock when it was wSpekulatius12/26/2014
3587well am looking at ATI> i do look at stuff you post...NikhilJog-2/26/2014
3586I have not had an opportunity t check it out yet. I will and you will do well toSergio H-2/26/2014
3585yea..but a short one on my blog....i think at current valuations, you get the agNikhilJog-2/26/2014
3584I would not chase it here either. I'm glad I have a stake and think I will tSergio H-2/26/2014
3583true! but too late for me to join. if i had money earlier, i would have taken a NikhilJog-2/26/2014
3582ROC continues to roll to new highs. I think this new leg up is being fueled by TSergio H-2/25/2014
3581The race is a rematch opportunity for Nik and I am glad others are joining in. NSergio H-2/25/2014
3580well, its all good, but you are making one mistake. You are assuming that those NikhilJog-2/25/2014
3579I decided to sell the Philip Morris holding that was in the "SI - 8 Losers&bruwin-2/25/2014
3578I'm afraid I'm not exactly sure what is involved with "the race&quobruwin-2/25/2014
3577"Your portfolio is pretty concentrated and heavy on spinoffs" - how doSpekulatius-2/24/2014
3576Nik, we cannot go retroactive, If you like a different horse, what's its naSergio H-2/24/2014
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