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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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3850nope..but i am going to read it up. thanks! I should finish my analysis in a weeNikhilJog-8/14/2014
3849Yes, I have a small position. You know that Barron's had a recent article oSergio H-8/14/2014
3848i already know it..old news :) But i am starting to really dig into these guys..NikhilJog-8/14/2014
3847Jana bought 5 million shares of FMC.Sergio H-8/14/2014
3846Only glanced at the company. Over the next few weeks, I'll be very limited The Ox-8/14/2014
3845Yes, AL looks like it is growing earnings rapidly and should see a nice price inBrian Sullivan18/14/2014
3844For the possible replacement of 2 stocks in the SI Top 10 Portfolio, register yobruwin18/14/2014
3843TO, have you looked over AL at all? They really are in a sweet spot and not undSergio H-8/13/2014
3842I think FMC is undervalued and worthy of consideration for our portfolio. I thinSergio H-8/13/2014
3841FMC - SO what do you guys think its worth?NikhilJog-8/13/2014
3840well if they do well and its reflected in the stock price - its understood bruw.NikhilJog-8/13/2014
3839EVK earnings, fwiw: finance.yahoo.comThe Ox-8/13/2014
3838That's a good way to view it. Those increases even came in when we had fullE_K_S-8/13/2014
3837I'd say that what could be more relevant with regard to debt is not necessarbruwin18/13/2014
3836<i>" .... how will it look in a yr or two?"</i> Well, ..bruwin-8/13/2014
3835A footnote to my previous post on TITN. FWIW - Probably too much debt and couldE_K_S-8/12/2014
3834Anybody look at the farm equipment machinery supplier Titan Machinery, Inc. (TITE_K_S-8/12/2014
3833That degree of speculation created by increased inventory and new product roll oSergio H18/12/2014
3832I originally picked AL over AER because AL has a younger fleet, pays a div. , alSergio H-8/12/2014
3831OX and Bruin - Thanks. I just feel liek when the company undergoes spin - as ox NikhilJog-8/12/2014
3830Well, ...revenue from increased Inventory is only reflected on the Income Statembruwin-8/12/2014
3829Other considerations in evaluating FMC's numbers: Increase in inventory, whSergio H-8/12/2014
3828Just a few observations from my side regarding FMC, in addition to The Ox's bruwin-8/12/2014
3827FMC's earnings haven't kept up with revenue increases. The Omega-3 markThe Ox-8/12/2014
3826Anyone has ever looked at Trinity Industries?NikhilJog-8/12/2014
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