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Cornelius Chan Message

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  • Cornelius Chan 2013-02-03 13:19
    Good article. An article can always use improving though.  I like to go into a bit more detail about showing the financials.

    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?)
  • Gabriel Canelli 2013-02-03 11:38
    Hi what do you think about my last article Starz?
  • denggi 2012-05-05 10:30
    C.W.R.: Sure!  What's your email?
    Just to confirm: are you talking Seth Klarman's Margin of Safety?
    Great! I've actually replied your message you sent.I'll pass you my email address there after this. Thanks!
  • denggi 2012-05-04 21:06
    Hi C.W.R.

    Sorry to butt in but could I also have a copy of that ebook too please? :)
  • Cornelius Chan 2012-04-25 18:49
    Hi onthefringe!  Sorry it I missed your message.  In reply to your question, I am reading the 6th edition.  I recommend this one because of the extra commentary you get in the introduction.  You get Seth Klarman, James Grant, Bruce Greenwald and others.  If you want I can send you the ebook.  Cheers! (by the way I just read your piece on Math.  very elucidating).
  • onthefringe 2012-04-13 14:41
    Hello,

    You suggested reading Graham & Dodd's "Security Analysis."  Do you recommend a particular edition?
  • BEL-AIR 2012-04-08 17:24
    What books you like to read after Ben Grahams Cory?
  • BEL-AIR 2012-04-08 00:13
    How long you been value investing C.W.R
  • gurufocus 2012-03-16 19:44
    C.W.R.: Agreed.  I am also blown away by the new screening tool.  Thank you very much GF!
    If you have any feedback or see something not working properly, please let us know.
  • gurufocus 2012-03-16 19:43
    C.W.R.: Agreed.  I am also blown away by the new screening tool.  Thank you very much GF!
    thanks!
  • jvelasco 2012-02-21 04:03
    C.W.R.: My man Juan!
    It is 10:42pm in Vancouver and it is 4:42am in Brazil.  Are you sleeping or investing? ;)
    I have a question for you: what is your #1 go-t
    Hi! I like a bit all, financial times and msft are ok, example: http://investing.money.msn.com/investments/stock-balance-sheet?symbol=gb%3atsco
  • jvelasco 2012-02-20 17:56
    C.W.R.: Hi jvelasco!

    I mainly base valuation on price.  Accordingly, the only under-priced stocks at the moment in my criteria are NOK and VE.  Would you con
    Indonesia is great hope you get there and invite, and I invite back here !
  • jvelasco 2012-02-20 17:56
    C.W.R.: Hi jvelasco!

    I mainly base valuation on price.  Accordingly, the only under-priced stocks at the moment in my criteria are NOK and VE.  Would you con
    Hi C.W.T. Cant promess you, it all depends if they look cheap or cheaper than what I am evaluating, in which case I might dig deeper and put time into it. I also more than anything focus on price. I just wrote about Tesco, thats my favorite stock at the moment which takes my current attention, you can see my latest article about it.
  • The Science of 2012-02-15 07:16
    C.W.R.: Since you are obviously a highly sophisticated investor (with a capital I) and well-versed in the practice of analyzing companies, I have a few questi
    CWR,

    Thanks for the very kind words! To answer your questions:

    I prefer using 10-K's; generally, I'll do a full read through of the most recent one, and then look at a couple years worth of shareholders letters; the reason I like the shareholders letters is two fold: one, you see if management is really saying anything; and two, if they do, you can look back and see if they hit their goals.

    Generally, I look at ten years worth of data in order to have conviction in  my normalized earnings figure; as always, that will come with certain adjustments, which I generally spread over an applicable time period to make up for the fact that so many costs that management calls "one-time" find a way of repeating themselves over and over and over...

    In my personal files, I generally keep my thesis (which I always write-up) before buying a stock, so that way I can go back and check my original thoughts; in addition, I keep an investment journal where I write down short comments ("X is too cheap because of...") that I also use as a check on my original thesis. That way, I won't sell out on an investment that still meets my original thesis, or stick with one that has changed for the worse.

    Hope this helps! Let me know if you have any other questions, or any topics in particular you would like me to write about in the future. Again, thanks for your kind comments CWR.

    The Science of Hitting
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