Copyright © 2013 Knight Sac Media. All rights reserved.http://www.siliconinvestor.com/subject.aspx?subjectid=58610Forum for BAK ex IV postershttp://www.siliconinvestor.com/images/Logo380x132.pnghttp://www.siliconinvestor.com/subject.aspx?subjectid=5861038013210hdlhttp://www.siliconinvestor.com/readmsg.aspx?msgid=288964095/15/2013 3:28:16 PMPoorAnthonySEQUX / O'Reilly From SEQUX 2012 Annual We have always liked O’Reilly for its industry-leading distribution network, allowing for wide inventory coverage and prompt delivery of parts to commercial garages. The company is led by a talented and experienced team dedicated to growing the store base, expanding parts c...http://www.siliconinvestor.com/readmsg.aspx?msgid=288812565/7/2013 9:22:44 PMPoorAnthonyDTV So, here are condensed CFSs for DTV for the last 5 years... 31-Dec-201231-Dec-201131-Dec-201031-Dec-200931-Dec-2008Period Length12 Months12 Months12 Months12 Months12 MonthsUpdateType/DateUpdated Normal 31-Dec-2012Updated Normal 31-Dec-2011Updated Normal 31-Dec-2010Updated Normal 31-Dec-2009 Reclassified...http://www.siliconinvestor.com/readmsg.aspx?msgid=288810005/7/2013 6:41:03 PMhdlhttp://www.siliconinvestor.com/readmsg.aspx?msgid=287541123/1/2013 11:21:10 AMhdlhttp://www.siliconinvestor.com/readmsg.aspx?msgid=286936211/29/2013 12:35:02 PMPoorAnthonyRe: Year End Shopping List To follow up, I ended up buying AVP, DELL, INTC, and SPLS. INTC was the largest. Nothing got cheap enough to get too exciting.http://www.siliconinvestor.com/readmsg.aspx?msgid=286477881/7/2013 8:03:23 AMkollmhnclassic for sure: http://www.youtube.com/watch_popup?v=EVwlMVYqMu4&vq=medium#t=125http://www.siliconinvestor.com/readmsg.aspx?msgid=2863149112/29/2012 8:19:12 AMthatsnotluckhttp://www.siliconinvestor.com/readmsg.aspx?msgid=2862605112/26/2012 10:16:01 AMkollmhnBy John G. Taft Are some of you scratching your heads wondering, why can’t our newly-elected US Congress and President do the one thing voters told them to do in the last election — namely, put our fiscal house in order? Well, get used to it. This is the politics of taking things away. Which is the politics of...http://www.siliconinvestor.com/readmsg.aspx?msgid=2862596412/26/2012 9:13:47 AMhdlhttp://www.siliconinvestor.com/readmsg.aspx?msgid=2860948712/17/2012 10:34:03 AMhdl Brazil's Petrobras to Sell Argentine Assets - Report 7:43a ET December 14, 2012 (Dow Jones) Brazil's Petrobras to Sell Argentine Assets - Report BUENOS AIRES--Brazil's state-run oil company Petroleo Brasileiro (PBR, PETR4.BR), or Petrobras, is putting its Argentine assets up for sale and ...http://www.siliconinvestor.com/readmsg.aspx?msgid=2860358512/14/2012 10:08:29 AMhdlRe: ypf up on deal with cvx. so, now do i root for argentina to get away with screwi ypf talking with statoil. can argentina get away with screwing repsol? do capitalists make rope to hang each other?http://www.siliconinvestor.com/readmsg.aspx?msgid=2859469612/10/2012 9:48:21 AMhdlypf up on deal with cvx. so, now do i root for argentina to get away with screwing repsol as i own ypf?http://www.siliconinvestor.com/readmsg.aspx?msgid=2859044812/7/2012 10:51:59 AMhdl EXCLUSIVE-Repsol files ICSID complaint against Argentina-source BUENOS AIRES | Mon Dec 3, 2012 11:33am EST Dec 3 (Reuters) - Spain's Repsol SA filed a complaint against Argentina before the International Center for Settlement of Investment Dispu...http://www.siliconinvestor.com/readmsg.aspx?msgid=2858209012/3/2012 3:37:52 PMXXthCmanRe: argentina This is a fascinating case and would seem to have implications beyond its own situation. I would presume China is watching closely to see the outcome.http://www.siliconinvestor.com/readmsg.aspx?msgid=2856676011/25/2012 7:55:47 AMhdlargentina Thu Nov 22, 2012 4:06pm EST By Juliana Castilla Nov 22 (Reuters) - Argentina is willing to take its debt fight with "holdout" bond investors to the U.S. Supreme Court if necessary, Economy Minister Hernan Lorenzino said as financial markets fretted about a possible ...http://www.siliconinvestor.com/readmsg.aspx?msgid=2856396311/22/2012 5:24:01 PMhdl Repsol Says Spnich Court Agrees to Hear Case Against Chevron 12:29p ET November 19, 2012 (Dow Jones) Repsol Says Spnich Court Agrees to Hear Case Against Chevron MADRID--A Spanish court has agreed to consider a lawsuit by Spanish oil company Repsol SA (REP.MC) against Chevron Corp. (CVX) over ...http://www.siliconinvestor.com/readmsg.aspx?msgid=2855801811/19/2012 2:28:24 PMhdlargentina [graphic] Follow Reuters FacebookTwitterRSSYouTube Recommended Video [graphic] [graphic] Israel releases video of air strike on Hamas military… [graphic] [graphic] X-47B - the future of autonomous aerial warfare (0:53) [graphic] [graphic] China debuts attack helicopter (0:48) [graphic]...http://www.siliconinvestor.com/readmsg.aspx?msgid=2855605611/18/2012 12:27:06 PMhdlargentina « "A rifle doesn't scare me. But we expected the Argentines to act professionally..." | Main | Interchange Preliminary Settlement » Pari Passu Endgames posted by Anna Gelpern It was supposed to be a scheduling hearing, and I was supposed to be in New York for a conference. So I popp...http://www.siliconinvestor.com/readmsg.aspx?msgid=2854471611/13/2012 12:37:18 PMhdlargentina [graphic] Judge to Argentina: If you defy bond rulings, you will suffer 11/12/2012 COMMENTS (0) On Dec. 2, Argentina is scheduled to make a $42 million interest payment to some bondholders who exchanged defaulted sovereign debt for new bonds in one of the country's restructurings in 2...http://www.siliconinvestor.com/readmsg.aspx?msgid=2854285811/12/2012 4:03:47 PMRalphRhttp://www.siliconinvestor.com/readmsg.aspx?msgid=2854013911/11/2012 10:59:25 AMkgr1137Re: IV down for maintenance. FWIW, I have been buying recently: You have an opinion on LNCO? Linn Energy's new non-K1 type MLP? TIAhttp://www.siliconinvestor.com/readmsg.aspx?msgid=2853860511/10/2012 10:49:23 AMXXthCmanRe: IV down for maintenance. FWIW, I have been buying recently: Just checking back in myself as I haven't posted anything here for months. Hopefully some of the I V BAK group will come here to post interim info and commentary. I can't recall how to post original material so I'm using the reply function to get going...http://www.siliconinvestor.com/readmsg.aspx?msgid=2853838911/10/2012 8:07:37 AMSpekulatiusIV down for maintenance. FWIW, I have been buying recently: E&P: APA, DVN Railroad: CSX MLP: SEP, ETP ( lot's of decent bargains in this sector) Industrial: Mog-A (love the company track record) Investment:LUK (they seems to be planning some larger investment) My biggest purchases $wise were in above MLP positions. W...http://www.siliconinvestor.com/readmsg.aspx?msgid=2853799811/9/2012 10:05:59 PMhdlhttp://www.siliconinvestor.com/readmsg.aspx?msgid=2853714911/9/2012 3:56:07 PMRalphRhttp://www.siliconinvestor.com/readmsg.aspx?msgid=2852696611/6/2012 5:16:49 PMhdlhttp://www.siliconinvestor.com/readmsg.aspx?msgid=2850280910/26/2012 7:02:08 PMhdlargentina Argentine province pays dollar bonds in pesos -media Sat Oct 6, 2012 9:31am EDT * La Nacion daily says Chaco province can't get dollars * Government currency controls dampen investment Oct 6 (Reuters) - Chaco province in northern Argentina surpr...http://www.siliconinvestor.com/readmsg.aspx?msgid=2845786610/6/2012 9:36:38 PMPoorAnthonyRe: Year End Shopping List FWIW, I bought split-strike synthetic long on DELL this AM. http://www.siliconinvestor.com/readmsg.aspx?msgid=284369839/27/2012 10:33:55 AMhdlhttp://www.siliconinvestor.com/readmsg.aspx?msgid=283382378/15/2012 3:37:06 PMPoorAnthonyRe: Year End Shopping List Right. There seem to be several issues outstanding: US slowdown, EU slowdown, iPhone launch, Windows8 launch, COST, and AMZN. It could be brick/mortar stores cannot adapt and that AMZN becomes the only retailer. But at 8x and with upcoming leases being negotiated lower, the option of closin...http://www.siliconinvestor.com/readmsg.aspx?msgid=283382238/15/2012 3:33:23 PMhdlRe: Year End Shopping List it dove today on poor quarterly report and forecast - may not be able to compete with amzn and perhaps costco. romney may be losing a talking point.http://www.siliconinvestor.com/readmsg.aspx?msgid=283379328/15/2012 1:56:02 PMPoorAnthonyhttp://www.siliconinvestor.com/readmsg.aspx?msgid=283376878/15/2012 12:29:14 PMhdlhttp://www.siliconinvestor.com/readmsg.aspx?msgid=283092208/2/2012 8:09:35 AMkollmhn Endeavour Announces 2012 Second Quarter Operational and Financial Results Second Bacchus Well On-line Rochelle Development Drilling Begins PR Newswire HOUSTON, Aug. 2, 2012 HOUSTON, Aug. 2, 2012 /PRNewswire/ -- Endeavour International Corporation (NYSE: END) (LSE: ENDV) today announced production for the secon...http://www.siliconinvestor.com/readmsg.aspx?msgid=283091008/2/2012 5:07:03 AMhdlRe: Year End Shopping List he ranted on cnbc. was a great company. now worse than herbalife, znga. price will drop. management problems.http://www.siliconinvestor.com/readmsg.aspx?msgid=283079968/1/2012 4:17:12 PMPoorAnthonyRe: Year End Shopping List I will have to look up Cramer's piece. Hard to figure his motivations.http://www.siliconinvestor.com/readmsg.aspx?msgid=283079718/1/2012 4:10:41 PMkollmhnhttp://www.siliconinvestor.com/readmsg.aspx?msgid=283079568/1/2012 4:07:35 PMhdlArgentina: paying up on GDP warrants June 26, 2012 8:45 pm by Jude Webber 0 inShare1 1 Argentina has confirmed one thing (thought it was never seriously in doubt): it will pay $3.44bn to the holders of GDP warrants in December. That’s because the GDP warrant payment is linked to the previous year’s ...http://www.siliconinvestor.com/readmsg.aspx?msgid=283073978/1/2012 1:22:16 PMhdlhttp://www.siliconinvestor.com/readmsg.aspx?msgid=283073418/1/2012 1:05:46 PMhdlhttp://www.siliconinvestor.com/readmsg.aspx?msgid=283067308/1/2012 9:54:22 AMZoso_17Re: DNDN death cries Really a sad story for what was once a promising company: thestreet.com http://www.siliconinvestor.com/readmsg.aspx?msgid=283041247/31/2012 10:16:31 AMZoso_17Re: APPL margins Court documents that included unsealed Apple documents shed some light on Apple's individual product profit margins that are typically not provided by any company. The documents revealed that Apple's margins are more than twice as high on the iPhone than on the iPad, but the iPad's margins are sti...http://www.siliconinvestor.com/readmsg.aspx?msgid=283038487/31/2012 8:14:43 AMkollmhn This firm has had a good handle on things for the last year (when I first gave them some funds to manage). Weekly Capital Market Outlook Robert T. McGee, Director of Macro Strategy & Research U.S. Trust, Bank of America Private Wealth Management Joseph P. Quinlan, Managing Director & Chief Market Strategist U.S. T...http://www.siliconinvestor.com/readmsg.aspx?msgid=283031507/30/2012 7:58:54 PMhdlRe: Year End Shopping List grpn down a lot today - still, almost $7. it doesn't meet criteria re strong fundamentals, etc. market is up 3 years and a few months. still, you can take a flier on stocks that are down. but, you can end up catching falling knives. i never played farmville. but, who knows, znga may com...http://www.siliconinvestor.com/readmsg.aspx?msgid=283029507/30/2012 6:00:28 PMZoso_17Re: Year End Shopping List For value stock I've been looking at AFL. Actually there are several insurance stocks that look pretty cheap to me. And call me crazy but I am intrigued by GRPN at this price ($6 and change).http://www.siliconinvestor.com/readmsg.aspx?msgid=283028897/30/2012 5:26:45 PMhdlRe: Year End Shopping List i'm not sure hpq, dell, rimm and avp meet your criteria. I'm looking for reasonably strong companies with good liquidity (in case I am wrong!) that have decent fundamentals. they may turn around and you may have a big score. but, there may be more than average risk.http://www.siliconinvestor.com/readmsg.aspx?msgid=283020507/30/2012 11:55:40 AMPoorAnthonyhttp://www.siliconinvestor.com/readmsg.aspx?msgid=283019487/30/2012 11:27:37 AMzZebraahttp://www.siliconinvestor.com/readmsg.aspx?msgid=282979387/27/2012 7:20:37 PMhdlRe: Year End Shopping List csco bp abx cet ewj gsk lnvgy infy msft glw san dvn zmh whr fb gnwhttp://www.siliconinvestor.com/readmsg.aspx?msgid=282973947/27/2012 3:35:24 PM