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Nicolas73  Nicolas

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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

    Nicola
    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,
    Micah
  • 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
    RIMM.

    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 Holly LaFon's article 02-02 15:28
    Quarterly 'What Did Warren Buffett Buy?' Contest Begins
    It’s time for GuruFocus’ quarterly ‘Guess What Warren Buffett (Trades, Portfolio) Bought’ contest. To play, enter three stocks with...
    View all 15 comments
    Nicolas73 02-02 15:28
    • GM - He's adding more stocks at each quarter, so I guess he loves the company and its prospects. The price is still low.

      AXP - This is an old love story for Buffett. Also if temporarily beaten down by some lost contracts, the fundamentals are still intact. Low price, big opportunity

      IBM - Buffet seems to believe in this story, so why not adding more shares now that they're so cheap?

       

       

       
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