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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
Introduction Compact
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4175Flash - Icahn takes an 8.5% state in FCX . . wants seat on the board. EKSE_K_S18/27/2015
4174AAOI looks interesting, too [graphic] [graphic]The Ox-8/27/2015
4173Duh-- silly me forgot that Buffett had it so we can't add it to our portfoliThe Ox-8/26/2015
4172This caught my eye too. Never owned it but a good sector w/ growth potential. E_K_S-8/26/2015
4171...we could shoot for the moon with a microcap that's gaining orders. If thThe Ox-8/26/2015
4170Not sure if anyone wants a "lagging" company but IBM has a decent valuThe Ox-8/26/2015
4169I have always believed that the Chinese markets are suspect simply because they The Ox-8/26/2015
4168Might want to look at a company like LVLT - they've poured a ton of money inThe Ox-8/26/2015
4167There's nothing like a stock market fall off, across the major internationalbruwin-8/26/2015
4166Here's a copy of the latest earnings release. blackstone.com I know that The Ox-8/25/2015
4165BX = The Blackstone Group :- Financial Services - Asset Managers. Speaking for bruwin-8/25/2015
4164Hi Ox, Last Friday (one day too early for sure) I sold some 30.00 and 32.50 putrobert b furman-8/25/2015
4163 [graphic] [graphic]The Ox-8/25/2015
4162Hi Ox, I've been adding KMI. They are in the energy sector but have very lirobert b furman18/25/2015
4161I'm not sure this will come close to qualifying as value but I'll put itThe Ox-8/25/2015
4160Yes, you're right TO, we missed the "Anniversary" date. I'm habruwin-8/25/2015
4159With the portfolio tanking, we failed to use the anniversary to cut bait and addThe Ox-8/25/2015
4158Buffett's Berkshire Hathaway hints at new purchase, ups Charter stake WarreE_K_S-8/15/2015
4157In addition to your post and my previous post, here's a list of SI Portfoliobruwin17/31/2015
4156<i>".. concerned .. that we were selecting too many companies that rebruwin-7/31/2015
4155The under performance of our portfolio highlights some of the difficulties in chThe Ox17/31/2015
4154Yes, you're quite correct. Losses with APA and JOY haven't helped eithebruwin-7/29/2015
4153Freeport-McMoRan Inc. (FCX) According to CNBC, FCX was the biggest loser in theE_K_S-7/28/2015
4152Looks like our SI Top 10 Portfolio has taken quite a beating in recent times :- bruwin-7/28/2015
4151Hi OX, I hope we are seeing an era of holding our politicians accountable to throbert b furman-6/30/2015
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