Recent content by cr6196

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    Ocado - Lets Discuss!

    I rarely come on here anymore but a few things...first, the relationship between GS and Ocado is very close, the guys who founded Ocado are from there and GS ran the equity raise. Second, Waitrose is may pursue legal action, unsurprisingly, as a result of the tie-up with Morrisons. Third...
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    Broker research

    I don't get it, you want to know when stocks get upgraded but this isn't information isn't relevant if your a day trader...hmmm. either way, broker research is pretty useless, the research is often promotional and rarely has any insights beyond what a quick look through annual reports could...
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    Good prospects, and undervalued..

    Right so your saying the company has the same elements as in 1972...either way, I don't care...all I care about is that this guy is with shareholders and is in serious **** if this goes wrong. He has turned the company around multiple times before (if you know retail, the mere fact that he has...
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    Good prospects, and undervalued..

    I think you need to look a bit closer at the company (in particular, look at who manages the company and the history to answer the first paragraph). also bear in mind that ex-UK the company made £15m last year, i.e the main question is how much it will cost to get out of UK leases (the company's...
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    Honest Advice for a Graduate

    Basically, if you don't know, you don't know. Talk to someone in the industry, you can't get stats. There is a reason why some AM places only take people from IB/accountancy because these people are easy to find. Moreover, there is a reason why a lot of the jobs in AM only get advertised at...
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    Honest Advice for a Graduate

    Epic advice as usual from T2W. Fund management is many times more competitive than IB. One well-known grad scheme in asset management got nearly 1000 apps for 2 positions. To the OP, your first problem is that your not being clear about what you want. If you want to be a trader, your in the...
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    Good prospects and undervalued (USA)

    Whats wrong with it then?
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    Good prospects and undervalued (USA)

    Wow, you really don't know what your doing...if you buy a company that has a lot of debt (inc. operating leases) then your ROE (and therefore, you ROI) is leveraged as well. You are using leverage, you just don't understand why or how. Look, value investing doesn't involve any big secrets or...
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    Good prospects and undervalued (USA)

    What have I disregarded? You couldn't even explain the difference between a commodity and a business! It doesn't matter what you make if you can't explain how you did it (again, that suggests you have never even met a professional investor)...and you haven't demonstrated that you understand...
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    Good prospects and undervalued (USA)

    Wow, really having trouble putting an argument together and understanding my point. First, I obviously didn't say quantitative factors weren't important...that is why it is called value investing. My point was that there are millions of dollars being pumped into "cheap" stocks and to get an...
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    Good prospects and undervalued (USA)

    vectorvest is also, by the looks of the website, a scam! You need to be significantly more sceptical and you have to do the hard work for yourself. You cannot model or build a "system" based on value investing! Value investing is qualitative! You can build a rough approximation like Magic...
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    Good prospects and undervalued (USA)

    Wow, you are really certifiable. We know your lying! Everyone can see what you have posted since you have been here! Why are you still going? Your best option would have been to fess up and start explaining your picks (or at least issue some targets). Again, value investing, particularly the...
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    Good prospects and undervalued (USA)

    wow, you are seriously committed to this lie. you really know nothing about value investing. other people knowing your "strategy" doesn't make a difference with value investing. your earlier idea/scam of trying to pretend you had a secret formula made a lot more sense, value investing doesn't...
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