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Nicolas73  Nicolas

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  • Totally has 44 visits

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  • Micah Martin 2012-05-09 08:00
    Nicolas73: Hi Micah,
    I just want to congratulate with you for your article on NPK and...the wonderful outcome.

    Looking forward to hear from you

    Hi Nicholas73,

    Thank you for your kind words! NPK was a fascinating company to research and it was a fun article to write.

    Thanks again,
  • ecotycoon 2012-03-21 16:59
    Nicolas73: Hi J-F,

    thank you for your comment.

    I mostly agree with you, but I think the market is overreacting on

    There's much more value here than the
    impatient to read this article.
  • ecotycoon 2012-03-19 19:35
    Nicolas73 : Hi ecotycoon, thank you very much for your reply! You gave me a better picture of Canada companies (and stocks). I agree with you on the fact that an haha the famous RIMM, well i realy don't know sometime it's not all about value, even if it's realy well under value the company. PPeople need to find out about the underlying value before the value decrease more! I know Prem Watsa buy a lot of RIM, i even think he is the third investor right now, but wath is funny is ...
  • ecotycoon 2012-03-18 17:00
    Nicolas73 : Hi ecotycoon, I've seen from your Profile that you live in Canada. I'm italian, but I have a part of my family in Toronto (I've never been there, but Personnaly i hate most of canadian stock, the business is almost alll about comodities. There's a lot of speculation about comodities, and it's hard to know the real value of a company that are about commodity because they generate income from price of commodities that are relying on speculation. Because most of the game is abou ...

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All Nicolas73's Activities

  • Nicolas73 commented on The Science of Hitting's article 11-25 14:16
    Confidence and Concentration Risk
    In a recent article, “Shortcomings in My Investment Process” (here), I mentioned something that’s inherent / ingrained in my way of thinking...
    View all 9 comments
    Nicolas73 11-25 14:16
    • Hi Science, thank you for the article, I appreciate your being honest and clear with yourself (and with us), that's something that gives a plus to our learning-from-mistakes approach.

      I also had the same issues and agree both with you on the uncertainty and with Thomas on the fact that is is not so wise to increase sizing during this market phase.

      Another advantage of being more careful is that:

      1) If the market collapses or prices down your company further, you will actually buy at a better price if you wait more

      2) In the meanwhile some of the company issues can evolve and we can buy having a better knowledge (and confidence), also if at higher prices

      Greetings from Italy





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