Value Investing News - hnr - Comments

Yes marine Iagree.Thats why

billytickets — Thu, 13 Dec 2007 08:05:07 -0500

Yes marine Iagree.Thats why I disagreed with his investment in Delta Financial this summer BEFORE IT DECLARED BANKRUPTCY. The subprime mess was "real" when he invested but instead of staying clear of it he seems to like UNCERTAINTITY which a value investor like Buffett would never do.

I think Pabrai make some

galin — Thu, 13 Dec 2007 07:08:46 -0500

I think Pabrai make some very insightful points: return of capital is more important than return on capital, low risk and high uncertainty approach, looking for Value, day-to-day fluctuations are mostly noise and more.

Good good good!

Jason — Sat, 23 Jun 2007 00:15:03 -0400

Good good good!

Thanks I added this to my

Nick — Thu, 07 Jun 2007 19:36:51 -0400

Thanks I added this to my CAPS picks! I am already long HNR but I had forgotten about them for the time being.

Agreed, how and when would

Nick — Mon, 29 Jan 2007 15:34:36 -0500

Agreed, how and when would you implement it?

It wouldn't be a very

Jason — Mon, 29 Jan 2007 08:59:24 -0500

It wouldn't be a very "scientific" test, but it should be a decent indicator.

Mr. Greenblatts screen identifies very well managed companies, so it should be a "no-brainer" to purchase those companies when they are selling at their own historical lows. In my opinion, the best matrix to gauge a company is against itself.

After all, you could buy the best managed company in the world, but it is still a terrible investment if it is purchased at too high of price.

I think that might be a great idea

Nick — Sun, 28 Jan 2007 12:15:53 -0500

I think that might be a great idea too, but how do you suggest we test that? A poor performing stock could hit a new low daily- when would the buyer pull the trigger? Are you suggesting that if it is on the screen and at at 52 week low that it should be selected?

What about only purchasing

Jason — Thu, 25 Jan 2007 22:51:26 -0500

What about only purchasing from the screen at their 52wk lows?