Value Investing News - GE - Comments

Magic Diligence Website

Nick — Thu, 17 Apr 2008 20:23:46 -0400

Alex,

Do you own both the the contrarianvalueinvesting.com and magicdiligence.com website/blogs?

ouch that hurt

alexg — Sat, 22 Mar 2008 02:56:58 -0400

is that suppose to be a comeback? lol go after me , talk about me or something , make a decent attempt . I mean you do spend half of your time talking about Dr.Price , do the same for me but dont come with such a weak line. Admin, dont we have rules against such cheap plugins of websites and trading forums?

p.s. As much as you would like to believe trading in and out of stocks is value investing, any dummy with a 6 figure income will tell you its not value investing =). btw I do not regret interviewing you :D

-Alex
http://www.contrarianvalueinvesting.com/

Remember Alex you interviewed me TWICE not visa versa

billytickets — Fri, 21 Mar 2008 23:18:47 -0400

The fine readers of this forum can read my response if they are interested at http://www.atfreeforum.com/billyticketswin/viewtopic.php?t=481&mforum=billyticketswin

While I enjoy a "debate" I am afraid further discussion on THIS forum would detract from the kudos given to George for the fine article above and violate the letter and spirit of the law of this website

Very bullish. Just curious,

alexg — Fri, 21 Mar 2008 20:23:54 -0400

Very bullish. Just curious, how is the value investing, wait i mean trading forum going, is SHORT JESTERS TRADES, still the number one thread or is it steven's TRADING options on his paper notebook? O wait its a value investing forum where the TRADING goes something like this......
"SLM:16.97 sold at 20.37 made 20% in 13 days "
"HD:24.97sold at 29.96 made 20% in 18 days "

You might talk about my AIG pick, and thats really all you got on me. I might be wrong in the short term but i do not claim to be a Buffett clone and trade stocks. Yes, 13 day holdings and 18 day holdings is TRADING. you post them yourself.Im sorry buddy, just in case you have not heard... Warren Buffett does not go in and out of stocks in 13-18 days and calls it value investing

didnt you send me an e-mail saying you were not going to visit VIN at all?

http://www.contrarianvalueinvesting.com/

not posting any articles on

billytickets — Fri, 21 Mar 2008 19:59:33 -0400

not posting any articles on here but complemented George on his article.Are you still bullish on AIG after its 20% haircut since you picked it?

hey Billy, I thought you

alexg — Fri, 21 Mar 2008 18:43:03 -0400

hey Billy,
I thought you werent posting here anymore lol

http://www.contrarianvalueinvesting.com/

Nice article George Dr

billytickets — Fri, 21 Mar 2008 10:01:35 -0400

Nice article George Dr Options Steven Walthall who posts excusively on my website just released some of his latest "put sales" on his exclusive thread on my website

Ira W. Sohn Investment Research Conference

Nick — Fri, 01 Jun 2007 10:25:09 -0400

Wow, I would love to attend that conference!

Great commentary, as usual,

Jason — Thu, 29 Mar 2007 10:01:05 -0400

Great commentary, as usual, Geoff. Although, you are making some bold assumptions that we don't have the same quantity of capital as Mr. Buffett :)

DDM for MO

david — Wed, 27 Dec 2006 12:27:57 -0500

I am not sure how you are calculating fair value; however, even using a DDM approach shows MO is overvalued by about 10%. The wild card is what will happen with KFT. Will this unlock additional value? I think it will if/when this event it occurs.

It's interesting to read

Jason — Mon, 18 Dec 2006 00:04:13 -0500

It's interesting to read this because dividend valuation isn't taking nearly as serious as it used to be years ago. Always good to read up on such reviews.