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Strategies & Market Trends
Fundamental Value Investing
An SI Board Since October 2006
Posts SubjectMarks Bans
4725 178 1
Emcee:  bruwin Type:  Moderated
Introduction Compact
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3725For the possible replacement of 2 stocks in the SI Top 10 Portfolio, register yobruwin47/1/2014
3724For the possible replacement of 2 stocks in the SI Top 10 Portfolio, register yobruwin17/1/2014
3723DISCA looks a good option ... Very high EBITDA margin, ~42%. Good Net Profit Mabruwin-7/1/2014
3722Re DISCA - Are you putting DISCA forward as a candidate to purchase ? Actually, Spekulatius-7/1/2014
3721Hi EKS. A comparison on where DIS valuation lies now compared to when we added Sergio H-7/1/2014
3720I am aware of SNE entertainement devision and I think there was already an activSpekulatius-6/29/2014
3719I generally agree with your statement and found the original review write up youE_K_S-6/29/2014
3718I think we should evaluate each of our Top 10 holdings and drop them only if theSergio H16/29/2014
3717Sony Corporation (SNE) SNE may have some pieces left in the company that repreE_K_S-6/29/2014
3716Re: TAL & FCX Now only for discussion along with others that might come up.E_K_S-6/29/2014
3715Are you putting DISCA forward as a candidate to purchase ?bruwin-6/29/2014
3714Are you putting FCX and/or TAL forward as candidates to purchase ?bruwin-6/29/2014
3713If we like DIS for the ESPN franchise, why not consider DISCA. It is a content fSpekulatius-6/29/2014
3712Re: DIS Yes DIS is probably overvalued but the future growth possibilities witE_K_S-6/29/2014
3711Let me add that it might make sense to do an evaluation of SLW vs AAUKY and consThe Ox-6/29/2014
3710It's tough to figure out where we would want to trim, as we only know past pThe Ox-6/29/2014
3709I thought that it was possibly your GN Calculator that produced so many votes frbruwin-6/28/2014
3708Using the GN calculator only APA and GLW remain undervalued according to their GE_K_S-6/28/2014
3707To vote for the removal of the following stock from the SI Top 10 Portfolio, hitbruwin26/28/2014
3706To vote for the removal of the following stock from the SI Top 10 Portfolio, hitbruwin36/28/2014
3705To vote for the removal of the following stock from the SI Top 10 Portfolio, hitbruwin56/28/2014
3704To vote for the removal of the following stock from the SI Top 10 Portfolio, hitbruwin16/28/2014
3703To vote for the removal of the following stock from the SI Top 10 Portfolio, hitbruwin26/28/2014
3702To vote for the removal of the following stock from the SI Top 10 Portfolio, hitbruwin16/28/2014
3701To vote for the removal of the following stock from the SI Top 10 Portfolio, hitbruwin16/28/2014
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