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Nicola Guida  Nicola Guida

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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 Nicola Guida's Activities

  • Nicola Guida commented on Thomas Macpherson's article 03-17 04:41
    The Fine Art of Looking Stupid
    “A man always has two reasons for doing anything: a good reason and the real reason.” - J.P. Morgan "I asked the investor why he was...
    View all 7 comments
    Nicola Guida 03-17 05:41
    • Hi Tom, I''m honoured to hear that! :) Best Regards, Nicola
  • Nicola Guida commented on Thomas Macpherson's article 03-16 11:56
    The Fine Art of Looking Stupid
    “A man always has two reasons for doing anything: a good reason and the real reason.” - J.P. Morgan "I asked the investor why he was...
    View all 5 comments
    Nicola Guida 03-16 12:56
    • Hi Tom,

      thanks for sharing your thoughts on this topic!

      In my opinion, nothing has been more instructive than experiencing an extended period of poor performance (during which you may think you've been stupid), but then realizing that your analysis was correct and the market simply over-reacted. Of course also real errors can be very instructive...

      As Mr. Buffett puts it, "only when the tide goes out do you discover who has been swimming naked"!

      For private investor staying the course is much simpler as you're only responding to yourself, but I imagine that being forced to sell shares of good companies during a downturn just to make up for a big amount of panic-triggered redemptions must be a very stressful situation.

      So I agree that holding a fair amount of cash (and educating your investors on the rationale of your moves) is a good choice, especially because it also allows you to really allocate the right amount of money when big opportunities come around.

      Best Regards, Nicola

       

       
  • Nicola Guida updated basic information. 03-13 10:29
  • Nicola Guida updated contact information. 03-09 04:44
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