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« Weighing the Week Ahead: Real Progress in Europe? | Main | Weighing the Week Ahead: Will the modest economic rebound continue? »

October 24, 2011


Louis C

I enjoy reading your blog, and I would concede the market is not totally efficient, but if it takes being "Warren Buffet" (or you) to find the opportunities the hundreds of firms with large research staffs miss, I think I would rather just stick with buy, hold, and rebalance. I think the market is efficient enough that if you are posting these ideas publicly, Mr. Market has already taken them into account and it is already reflected in the market prices.

Cherleen @ yesiamcheap

I have removed Netflix on my list of prospective stocks, even before I read this article. Yes, I have been receiving not-so-good feedback about them.

Dal Paull

(I knew that you were steering clear.)


Dal -- Just to be clear, I have never owned NFLX and don't recommend it now. The point of mentioning it in the list was to warn about stocks where you cannot get a good handle on the valuation metrics.

I agree about the management issue as well.



Dal Paull

What timing on the NFLX entry. There's probably money to be made now, but I'll take my chances with management that isn't in crisis.


Just got stopped out of a portion of my STD position. But the more I look at it, the more I still like it... 10% yield takes a little sting out of the volatility... is this a contrarian play on two of your themes (Europe and CDS spreads)?

FCX, MT plays against Dr Copper? I'm waiting/hoping for another panicky selloff to get these even cheaper, but beginning to wonder if the tide is against me.

I'm already long a bunch of the same things you have been talking about - AAPL, INTC, MSFT, etc - though my best buy lately was E at the end of Sept.

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