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Last Activity: Added DEO to bullish list on 07/02/08  Current Stock List: Symbol SP Sentiment Rating Return Since DEO -3.05% 07/02/08 UFS N/A +815.27% 06/17/08 CMCSA -26.17% 06/11/08 TWX +104.94% 06/11/08 WPPGY N/A -12.09% 06/11/08 RT -9.36% 06/11/08 PG -6.00% 06/11/08 All-time Sectors of Interest ... View All > Opinion & Analysis Value Investor Insight Referenced   about DEO   07/02/08 Reference: Value Investor Insight: Spencer Davidson Venerable value hunter explains which financial and retail stocks are attracting his attention, the virtues of permanent capital, why defense stocks... UFS recommended in Value Investor Insight   about UFS   06/17/08 Value Ideas from the latest Value Investor Insight: . In the latest issue of Value Investor Insight, First Eagle Funds' Jean-Marie Eveillard, the dean of global value investing provi... Domtar (UFS) stock pick from Value Investor Insight..   about UFS   06/17/08 Value Ideas from the latest Value Investor Insight: . In the latest issue of Value Investor Insight, First Eagle Funds' Jean-Marie Eveillard, the dean of global value investing provides in... FCFE analysis shows Comcast undervalued   about CMCSA   06/11/08 Disclosure: I bought options on Comcast Cable when it was $11.60 per share and has a long way to go before I sell it.  I plan to hold for 2 years expiration is in Jan 2010.  Bought it because... Why Time Warner Value Buy   about TWX   06/11/08 I bought it when it was above $15 a share.  TWX owns 85% of Time Warner Cable, which I expect will soon be spun off.  When you add up the total valuations of all the businesses TWX owns, it i...

Discussions

BUD Anheuser Busch 06/16/08
From Free Trial: https://secure.valueinvestorinsight.com/freetrial/
Picks from VALUE INVESTOR INSIGHT show BUD was a value buy last year. I bought it at $42 and am holding on tight!! Do you think it will go up to $70?

Some Value stock picks 06/16/08
Free Trial: https://secure.valueinvestorinsight.com/freetrial/
Picks from VALUE INVESTOR INSIGHT interview of Jean-Marie Eveillard: Dean of global value investing describes where in the world Ben Graham would be having a field day, where he's treading lightly in the U.S., the role gold plays in his portfolio, and what the market is missing in SMC, Misumi, Pargesa, Italmobiliare and Gaumont....




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