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toiman

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  • batbeer2 2014-08-23 07:32
    toiman : Am proud owner, thanks to you, of PostNL.  Can you provide link to your BM newsletter.  Also, will follow up on your email. Most important, sounds lik Alas.... the newsletter is for subscribers only. For the newsletter I generally write about large caps/megacaps. Quality businesses with great management but not as cheap as the stuff I write about on the forum. I wrote about Michelin a while ago on the forum. That gives you an idea of the type of stu ...
  • batbeer2 2014-08-23 05:25
    toiman : Batbeer2, As a Dutchman, always enjoy your incisive stock research.  Miss you lately. Perhaps you won that trip to China or HK? Welcome your respons Hi toiman, - There's less to write about these days. PostNL got quite cheap a couple of weeks ago but it ran away before I got round to writing about it. Always looking though. You'll be reading about it if I find something worth writing about. Maybe RFP or possibly an update on Nam Tai. - Since I've become the ...

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