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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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3666Shane, yes works for me. But averaging up is psychologically a lot easier - youPaul Senior-7/29/2005
3665Hey Paul, Does averaging down seem to work for you? I've had mixed resultsShane M-7/28/2005
3664Jurgis Bekepuris, Grommit: Looks like you guys were right to be out of Jones ApPaul Senior-7/28/2005
3663ok, sorry about thatbozwood-7/28/2005
3662boz, I'm not in PIR.Shane M-7/27/2005
3661gotcha. good luck with PIRbozwood-7/27/2005
3660I'm not familiar with BBA. Doesn't pass any of my screens, but I normaShane M-7/26/2005
3659How about BBA instead of PIR? About half the price on a P/S basis and they are ibozwood-7/26/2005
3658Shane M: Berkshire bought a bunch of PIR last year. What's happenPaul Senior-7/25/2005
3657Paul, the Pier 1 reference is interesting. Is the rumour out there that BuffetShane M-7/25/2005
3656I bought a few shares of Ethan Allen today. I'd normally say it might be a Paul Senior-7/25/2005
3655WRLD dropped today on an earnings miss. Attractive price to me now based on recPaul Senior-7/25/2005
3654Thanks Clint. I purchase the Stock Investor Pro database from aaii.com. Aroudn Shane M-7/20/2005
3653STRA; over 3 times book value, trading at the upper end of it's P/E range, IClint H-7/20/2005
3652I use Valueline... i'm spoiled; in one glance it tells you the companies 10 Clint H-7/20/2005
3651Shane, You bring up a good point regarding what is a "future liability&quoDave-7/17/2005
3650Return on Total Capital question. I've been building in some calcs for RetuShane M-7/17/2005
3649All, I'm reading through "The New Buffettology" book - the sequelShane M-7/16/2005
3648For anyone interested I just noticed that Boulder Total Return Fund (BTF) has a Moominoid-7/10/2005
3647re STRA shareholder letter Y2004. Very straight talk, IMO; strayereducation.com Spekulatius-7/7/2005
3646Spekulatius, I like this sector and its economics too, although I'd like toShane M-7/6/2005
3645Paul, fwiw the multiple on mhp doesn't really look that high based on hisShane M-7/6/2005
3644Bought s small position in STRA. My first into education stocks. STRA has some oSpekulatius-7/6/2005
3643THO - too expensive for me CRDN, BSTE - too low / jumpy ROE. Just holding, can&Jurgis Bekepuris-7/5/2005
3642I take a few shares of McGraw-Hill. It's got to be a Buffett stock. (ImoPaul Senior-7/5/2005
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