| Message | Subject | Recs | Date/Time (ET) |
| Here's the data I was looking for:
[url=http://www.bea.gov/iTable/iTable.cfm? | Fundamental Value Investing | | 05/24/2013 10:08:15 PM |
| Bruwin, I am curious as to the correlation of earnings and job growth. If people | Fundamental Value Investing | | 05/24/2013 05:42:53 PM |
| [embedded image]
Man, this is nice. Gap fill at around 55 will do.
| Unfilled Gaps | | 05/23/2013 09:39:21 PM |
| Hi Nik. Just got back from touring Europe and I noticed you still have not looke | Fundamental Value Investing | | 05/21/2013 04:30:57 PM |
| <The one thing that has always surprised me is the fact that Buffett doesn't hav | Fundamental Value Investing | | 05/09/2013 01:39:33 PM |
| ROIC beat earning estimates. ROICW is now more than a 200% gain and there's more | Fundamental Value Investing | | 05/02/2013 11:09:39 PM |
| I would like to suggest that we keep it simple as far as deciding if we want to | Fundamental Value Investing | | 05/02/2013 08:50:29 AM |
| TGI earnings out this morning. As expected, they beat estimates. The d | Fundamental Value Investing | | 05/02/2013 08:11:53 AM |
| OK on Joy filling the gap, and I see the same pattern set up for GLW to do the s | Fundamental Value Investing | | 05/01/2013 10:32:41 PM |
| Very well done Bruwin. I don't like quick methods that assume y because x, such | Fundamental Value Investing | | 05/01/2013 08:01:08 PM |
| Bruwin, before we look for candidates to add, I would like to suggest that we di | Fundamental Value Investing | | 05/01/2013 07:51:38 PM |
| Ric, I've done ok on betting on betting on improved M & A but who hasn't done we | SPECULATING IN TAKEOVER TARGETS | | 04/30/2013 09:49:56 PM |
| ROC beat estimates despite weak titanium oxide numbers. There were a few interes | Fundamental Value Investing | | 04/30/2013 05:35:24 PM |
| This is from your report:
The foreign growth story does not look at | Fundamental Value Investing | | 04/30/2013 10:10:58 AM |
| [blockquote]What did you not get about unemployment?[/blockquote]
I did not a | Fundamental Value Investing | | 04/29/2013 06:54:51 PM |
| [blockquote]And sergio - if Canada is not international, then fine. but they don | Fundamental Value Investing | | 04/29/2013 06:51:40 PM |
| There's no question that looking at earnings is the best representative of a com | Fundamental Value Investing | | 04/29/2013 06:44:05 PM |
| I went back and checked. It's $2 million for a franchise. You'll find it in the | Fundamental Value Investing | | 04/29/2013 01:51:01 PM |
| Two negatives that caught my attention on BWLD that I don't think you mentioned, | Fundamental Value Investing | | 04/29/2013 12:40:56 PM |
| BWLD -short
Nick, your thesis on BWLD as a short is built on forward assumpti | Fundamental Value Investing | | 04/28/2013 02:56:17 PM |
| Hi Ric. ROC is made up of five divisions. Besides the ceramics division, it may | SPECULATING IN TAKEOVER TARGETS | | 04/27/2013 10:15:09 AM |
| <312/52.5 = $5.94/share, which is a bit less than their forecast of $6 | Fundamental Value Investing | | 04/27/2013 07:46:46 AM |
| If you follow the stock you will note that they guide low and then exceed expect | Fundamental Value Investing | | 04/26/2013 11:12:46 PM |
| TGI is on our potential candidate portfolio. Since nominated, it has been on a t | Fundamental Value Investing | 1 | 04/26/2013 07:21:04 PM |
| Hi EKS. I know you've held GLW for a while and glad to see that its finding some | Fundamental Value Investing | 1 | 04/25/2013 11:34:29 AM |
| [blockquote]I would avoid IBM[/blockquote]
I'm out on IBM and GDX as well. Ju | Fundamental Value Investing | | 04/25/2013 10:49:41 AM |
| RE: APA and lack of catalysts....
APA has missed on estimates on their last 4 | Fundamental Value Investing | | 04/25/2013 09:02:54 AM |
| Darn decimal point! Thanks for correction. | Fundamental Value Investing | | 04/25/2013 08:33:12 AM |
| One more area of concern regarding APPL is the increased R&D expense, going from | Fundamental Value Investing | | 04/24/2013 10:32:03 AM |
| Update on DIS
Original write-up: [url=http://www.siliconinvestor.com/readmsg.as | Fundamental Value Investing | | 04/24/2013 08:29:16 AM |
| ROC announced a share buyback plan, and as you pointed out, there is no evidence | Fundamental Value Investing | | 04/23/2013 05:32:22 PM |
| Update on ROC
Original write-up:
[url=http://www.siliconinvestor.com/readmsg. | Fundamental Value Investing | 2 | 04/23/2013 03:21:45 PM |
| I agree with most of your post, but I don't think AAPL is going out of biz anyti | Fundamental Value Investing | | 04/20/2013 09:10:10 PM |
| TO, that was an excellent post. I agree fully, but sometimes trends become so ex | Fundamental Value Investing | | 04/18/2013 07:42:28 PM |
| Let's see what we can do to jazz up our portfolio when we make changes in July. | Fundamental Value Investing | | 04/18/2013 07:35:55 PM |
| Nik, If we're going to exchange opinions, you will need to look at SLM. This is | Fundamental Value Investing | | 04/18/2013 07:31:00 PM |
| Hi Nik.
AAPL is now going to test a new support level, but it will go lower | Fundamental Value Investing | | 04/17/2013 07:02:55 PM |
| Hi TO. I only work during tax season. Almost done.
Sergio | Fundamental Value Investing | | 04/08/2013 10:30:01 PM |
| TO, the gapology reading on JOY is coming to fruition. Let's look at the fundies | Fundamental Value Investing | | 04/04/2013 10:59:38 PM |
| [blockquote]was this a bet based on valuation, or was it a bet on the jockey?
[ | Fundamental Value Investing | | 03/29/2013 08:37:16 AM |
| Hi Nik. I think you've proven to be reliable and awesome in your stock picking a | Fundamental Value Investing | | 03/28/2013 09:49:24 PM |
| [blockquote]As time goes on, I suspect the aging boomers will push the industry | Fundamental Value Investing | | 03/20/2013 10:52:51 AM |
| Bocor, I remember chatting with you about ROIC and maybe ROICW a while back. ROI | Fundamental Value Investing | | 03/20/2013 10:47:56 AM |
| Hi Ditch. I agree that cruising is a booming industry, but I pass on Carnival ju | Fundamental Value Investing | | 03/19/2013 03:33:35 PM |
| A quick note on CLMT and just on the chart. It's a failed cup and handle and now | Fundamental Value Investing | | 03/12/2013 11:53:19 PM |
| Cramer is negative on APA because of its exposure to Egypt.
APA has announce | Fundamental Value Investing | 1 | 03/07/2013 09:34:02 PM |
| ROC is in our portfolio. I sold my shares today and will look to buy back in at | Fundamental Value Investing | 2 | 02/27/2013 10:19:52 PM |
| [blockquote]For one thing, the 8 stocks in the ‘SI – 8 Losers’ Portfolio have ga | Fundamental Value Investing | | 02/22/2013 04:08:31 PM |
| Hi Bocor. APA is a good illustration of Gapology at work.The Oct. overhead gap w | Fundamental Value Investing | | 02/22/2013 03:49:11 PM |
| I followed Ditchdigger into PBCT. I like their business model, open 7 days a wee | Fundamental Value Investing | | 02/22/2013 12:47:06 PM |
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