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Re A Lesson Learned on Dollar Cost Averaging
Posted by: The Science of Hitting (IP Logged)
Date: August 31, 2012 03:51PM

Waup7707,

Those are good points; every investor must analyze the information on their own and determine whether or not they're comfortable with the valuation/business model. Thanks for commenting!


Stocks Discussed: SPLS, PEP,
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Re A Lesson Learned on Dollar Cost Averaging
Posted by: waup7707 (IP Logged)
Date: August 31, 2012 05:45PM

The good thing about listening to disconfirming viewpoints is that you may need to revise your thesis for better or you can have even stronger conviction if you believe you are right. If your idea can not be killed with rigorous stress test, it might qualify as a good investment.

I am always looking forward to opposing views that can help to refine my investment acumen.


Stocks Discussed: SPLS, PEP,
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Re A Lesson Learned on Dollar Cost Averaging
Posted by: The Science of Hitting (IP Logged)
Date: August 31, 2012 06:59PM

Waup7707,

Agreed! That's why I love the active commentary from reader's on recent articles!


Stocks Discussed: SPLS, PEP,
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Re A Lesson Learned on Dollar Cost Averaging
Posted by: edyouds (IP Logged)
Date: September 4, 2012 06:51AM

Intresting and I took a position in SPLS. I am from Australia and owned Corporate Express (CE) in the past and I always thought at the time that SPLS had over paid for the acquistion. CE already had a dominant market share in Oz so organic expansion would not have been possible. I think your posts are great and well thought out. Keep them coming! Ed



Stocks Discussed: SPLS, PEP,
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Re A Lesson Learned on Dollar Cost Averaging
Posted by: The Science of Hitting (IP Logged)
Date: September 4, 2012 05:09PM

Ed,

Would love to hear more about the industry in Australia (if you have any particular insight); thanks for the comment and the kind words!


Stocks Discussed: SPLS, PEP,
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