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C.W.R. Cory Roan
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C.W.R. commented on MritikCapital's article
05-20 14:22
Phillips 66 – Fairly Valued at 66
We believe Phillips 66 (PSX) is fairly valued at $66 while providing significant opportunity for value creation. Phillips 66 is at the crossroads...
View all 2 commentsC.W.R. 05-20 15:22- This article would have been a lot more valuable if it were written a year ago.
- This article would have been a lot more valuable if it were written a year ago.
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C.W.R. commented on Canadian Value's article
05-19 01:43
Jim Rogers Tells Us When to Start Buying Gold
Is the gold rush over? Or is this just one last great buying opportunity? Jim Rogers owns gold even though he was expecting a sell-off. He thinks...
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C.W.R. commented on Crafool's article
05-19 01:20
Microsoft, Quality, Durable, High Yielding, liquidity and CHEAP!!!
It is completely bizarre that we see investors husbanding cash and holding Treasury bonds rather than investing in some of the best companies in the...
View all 24 commentsC.W.R. 05-19 02:20
- Another point about the rise of MSFT. Take a look at the ROE.
According to the gurufocus 10-year financials, back in '05 it was 25.50 and in '06 it was 31.40.
Last year ROE was 25.60 and lately it is 31.60.
From 25 in '05 ROE rose to 48 in '08. Was the company doing anything different than it is doing now? I don't follow the minutia of the company but I would think not. They do what they do what any company with a moat does and they suffer the vagaries of the market the same as the rest.
- Another point about the rise of MSFT. Take a look at the ROE.
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C.W.R. commented on Crafool's article
05-19 01:00
Microsoft, Quality, Durable, High Yielding, liquidity and CHEAP!!!
It is completely bizarre that we see investors husbanding cash and holding Treasury bonds rather than investing in some of the best companies in the...
View all 23 commentsC.W.R. 05-19 02:00
- Crafool,
Judging by your past articles, you have a knack for writing articles and calling stocks cheap when they are really cheap. So good job.
Regarding your call on MSFT, it closed at $28.01 when you wrote the article and it is now at $34.87: a 24.5% paper profit.
Looks like the bullish case won out... much to the chagrin of the novices and beginners who were gifting us with their "knowledge" in the comments no doubt. LOL
I am guessing you are an owner vs. a renter of stocks. Will you sell your MSFT for a real profit soon after it passes $35 or will you let your winner run?
Thanks again for this long, informative and timely article. Better to buy when a stock is suffering than when it is doing greatly. Great advice.
- Crafool,
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C.W.R. commented on Canadian Value's article
05-12 02:30
Greenlight Capital David Einhorn's First Quarter Letter to Investors
From David Einhorn's Greenlight Capital, as of May 8, 2013: "Dear Partner: The Greenlight Capital funds (the “Partnerships”) returned 5.8%1,...
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C.W.R. wrote a new blog
06-02 11:32
Weekly Bargain Bin Blue Chips Update Q2 Week 9
Bue chip stock (my def.) = minimum market cap 1B + minimum 10 continuous years of dividends. The DJI closed at 12,118.57 today, down -2.70% fr -
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C.W.R. wrote a new blog
05-07 16:52
Crisis Market Investing
According to general consensus, a bear market is defined as a broad market decline of at least 20%. Conversely a bull market is defi -
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C.W.R. wrote a new blog
04-23 13:11
Bargain Bin Blue Chips Update Q2 Week 3
The DJI closed at 13,029.26 on Friday, up +1.40% from last week\'s close.. The Dow is up +96.61% from March 6, 2009. As I started doing last wee -
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C.W.R. wrote a new blog
04-15 18:01
Bargain Bin Blue Chips Update Q2 Week 2
The DJI closed at 12,849.59 on Friday, down -1.61% from last week\'s close on the Thursday before Good Friday. The Dow is up +93.90% from March 6 -
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C.W.R. wrote a new blog
03-16 19:22
Weekly Bargain Bin Blue Chips Update Q1 Week 11
The DJI went up +2.39% this week, up +6.73% for the year. For the most part my bargain bin blue chips have fluctuated inconsequentially with on
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Why did the stock fall from 120 to 20? No mention of that in your article. Also, no mention of that low P/B of 0.38 (is it accurate?)
Just to confirm: are you talking Seth Klarman's Margin of Safety?
Sorry to butt in but could I also have a copy of that ebook too please? :)
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