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Strategies & Market Trends
Buffettology
An SI Board Since December 1997
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Emcee:  Michael Burry Type:  Unmoderated
Introduction Compact
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3616David, The large % of revenues from limited suppliers is a concern, but at suchShane M-5/14/2005
3615Shane: RE: DIIB Seems like a conservatively priced company -- low p/e; toleraDavid-5/11/2005
3614OT: If anyone's following Dorel Industries DIIB Dorel First-Quarter ProfitShane M-5/10/2005
3613IACI: "IACI...seems to always have more potential than results." YePaul Senior-5/2/2005
3612a devil's advocate comment: advertising revenues are flowing to online (not Sr K-4/22/2005
3611I'll reenter Mr. Buffett's erstwhile pick of Gannett at current low. CuPaul Senior-4/22/2005
3610Well, well. The Man likes BUD too. -gg- finance.yahoo.comPaul Senior-4/21/2005
3609OT: All, purchased DIIB Dorel Industries today. They make stuff like Baby sShane M-4/18/2005
3608Hi Paul, You've probably already seen this regarding TR, but in case not bShane M-4/9/2005
3607TR is taking a bigger than usual hit from the S&P "free float" halSr K-4/4/2005
3606Dave, I also don't like TR's lousy revenue growth. OTOH, the company imPaul Senior-4/4/2005
3605Hey Paul, I briefly looked at TR, also, but I chose not to purchase. Revenue grDave-4/4/2005
3604Taking a starter position in Tootsie Roll. Stock has always seemed too expensiPaul Senior-4/4/2005
3603Buying Opportunity? Hurt by the AIG scandal, Berkshire Hathaway is down, but farLarry S.-4/2/2005
3602wpujames, Lincare and Lexmark are on my watchlist, and I think I have small posShane M-4/1/2005
3601What do ya'll think of these: The Current wpujames watch list. AJG AAA LNCwpujames-3/31/2005
3600Topannuity, You're probably speaking to several of my picks/posts, so let mShane M-3/19/2005
3599Hey Paul, <i>Buffett" and "trade" imo don't seem quiteDave-3/18/2005
3598I give you my opinion, Topannuity. Others may have different viewpoints. ThreaPaul Senior-3/17/2005
3597I'm new to this board. I read the last 100 messages. Question: The stocks Topannuity-3/17/2005
3596"Buffett's Tips: Don't Overtrade, or Panic" story.news.yahoo.Paul Senior-3/13/2005
3595All: Added to COCO today, and opened positions in LOW, CHS and FMX (finally). Shane M-3/7/2005
3594The issue with foreign companies is also that with dollar falling their earningsJurgis Bekepuris-3/7/2005
3593I'm no expert. But here are a few observations from experience. One importKevyn Collins-Thompson-3/5/2005
3592BTW, an interesting link from Michael Burke's thread concerning commoditiesShane M-3/5/2005
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