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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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3825FMC is undergoing a spin-off, so you have to look into other things too. What aNikhilJog-8/12/2014
3824i have been a lazy bum, trying to finish my 6 monthly letter currently. But i reNikhilJog-8/12/2014
3823I just started to look at the 2 companies. At first glance, they appear to be vThe Ox-8/12/2014
3822Have you looked at AL at all and if so, how do you think it compares to AE? TheSergio H-8/12/2014
3821AER should have been one of our portfolio candidates! I suppose it's not toThe Ox-8/12/2014
3820I was looking at adding AER to my holdings. Right on Nik! But, AL does hold up Sergio H-8/12/2014
3819Do you have views on AER?NikhilJog-8/11/2014
3818For the possible replacement of 2 stocks in the SI Top 10 Portfolio, register yobruwin48/9/2014
3817By all means feel free to promote any stock,<u>with supporting motivation&bruwin-8/9/2014
3816I have been long Air Lease - AL for a while and have posted on this thread aboutSergio H-8/8/2014
3815I think we should consider the stocks in the "loser" portfolio as candSergio H-8/8/2014
3814Because it is from barrons. However, I did my own check on it and went through NikhilJog-8/8/2014
3813Nik, Barron's article has pretty much the same material. online.barrons.comSergio H-8/8/2014
3812For the possible replacement of 2 stocks in the SI Top 10 Portfolio, register yobruwin-8/8/2014
3811I believed i wrote it in my blog...but this is what i had in my notes and i lookNikhilJog-8/7/2014
3810Brian, I'd like to think that if you wish to change your vote from TGT to RObruwin-8/7/2014
3809Please make a case for GT if you are going to put them forward, thanks in advancThe Ox18/7/2014
3808I am willing to change my vote from TGT to ROST if that makes people here happieBrian Sullivan-8/7/2014
3807I want GT to be considered. I think there is approx. 35% to 50% upside in this sNikhilJog-8/6/2014
3806I've narrowed down the lists for voting for stocks to be Added and Removed. bruwin-8/6/2014
3805Tesco PLC (TSCDY) - This EU supermarket chain is selling at/near their all time E_K_S-8/6/2014
3804One last point, one of the reasons TGT has the higher debt load is that they tenThe Ox-8/6/2014
3803I agree that the debt level makes TGT even more unattractive. Also, ROST has haThe Ox18/6/2014
3802I am against TGT too. They have structural issues with their business; it's Spekulatius18/6/2014
3801I second TO once again. Let's take a little more time in adding our two new Sergio H18/5/2014
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