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Strategies & Market Trends
SI vs Buffett Portfolio Challenge
An SI Board Since July 2012
Posts SubjectMarks Bans
32 6 0
Emcee:  Sergio H Type:  Moderated
Introduction Compact
This thread is just a collection of write-ups for nominees to the SI Member's Portfolio vs. Buffett Portfolio Challenge.

(A) Invitation :-

http://www.siliconinvestor.com/readmsg.aspx?msgid=28266359

(B) Rules :-

http://www.siliconinvestor.com/readmsg.aspx?msgid=28275685
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ReplyMessage PreviewFromRecsPosted
32APA - APACHE Re APA - the bestplug is right from their IR site (Investors preseSergio H-8/5/2012
31Marathon Oil Corporation (MRO) -NYSE = Last $26.90/share http://goo.gl/A9hfb PE=Sergio H-7/31/2012
30ROCKWOOD HOLDINGS - ROC Message 28300594 Rockwood Holdings was created in 2000Sergio H-7/29/2012
29USB - US BANCORP http://www.siliconinvestor.com/readmsg.aspx?msgid=28298184 I Sergio H-7/27/2012
28BTU - PEABODY ENERGY Message 28292882 May I nominate BTU? Hit a 3 1/2 year lowSergio H-7/26/2012
27Company Profile CMI What Does This Company Do? Indiana-based Cummins designs, Brian Sullivan-7/23/2012
26AGGZF (Ag Growth Int.Inc.).. Message 28276190 Ag Growth International Inc. (ASergio H-7/23/2012
25LUTHP (Lucent Tech.Cap) Message 28274702 seekingalpha.com You can buy the LucSergio H-7/23/2012
24ROICW (Retail Op.Inv. Wa) Message 28275180 Also would like to propose ROICW as Sergio H-7/23/2012
23ADM (Archer Daniels) Message 28272532 siliconinvestor.com I am nominating ADM. Sergio H-7/23/2012
22DELL http://seekingalpha.com/article/296433-dell-s-transition-from-phase-i-to-pSergio H-7/23/2012
21NSR - NeuStar Message 28273088 And NSR - these are my notes not complete analysSergio H-7/23/2012
20DIS (Walt Disney) Message 28283247 DISNEY is one of the stocks I nominated. EvSergio H-7/23/2012
19GLW (Corning) Message 28271143 For consideration I would like to propose GLW aSergio H-7/23/2012
18CR (Crane) Message 28271639 I bought after the earnings disappoint in April. ISergio H-7/23/2012
17VZ (Verizon) Message 28266840 Verizon Communications Inc. (VZ) I assume we Sergio H-7/23/2012
16CL (COLGATE) Message 28285440 I see CL as much the same, in certain respects, Sergio H-7/23/2012
15PM (Philip Morris) Message 28282891 PM – Philip Morris International. This isSergio H-7/23/2012
14SE (Spectra Energy) Message 28283425 http://www.businessinsider.com/morgan-stanSergio H-7/23/2012
13SSRX (3SBio Inc.) Message 28276423 SSRX - 3S Bio Inc. This is a Chinese bioSergio H-7/23/2012
12RGR (Sturm Ruger) Message 28286258 In support of my nomination of RGR: This Sergio H-7/23/2012
11PH (Parker Hannifin) Message 28263370 My nomination is PH, a company that prodSergio H17/23/2012
10TGT (Target) Message 28273659 TGT Target has a great track record, it is curreSergio H-7/23/2012
9STX (SEAGATE) Message 28273659 STX and WDC are no longer in a cut throat commodSergio H-7/23/2012
8SPLS (Staples Inc.) Message 28279383 Staples: This 3.5% Yielder Looks Like It HSergio H-7/23/2012
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