Especially those folks that bought the brexit dip in the low 40s. I missed it but good job to those that did.
Not having competition, I think the picks might be a little different. They might be more long term oriented rather than something that might pop in n the next month or so.
I know what you mean by a long time frame but I would think some of us are long term holders on some things. In my contest, I try to straddle an earnings report season with a 3 month period. That way there is a better possibility of seeing if your investment thesis is correct without dragging it out too long. Even 3 months can seem very long.
In any case, I think it would be an educational and interesting exercise especially if pullinup does the record keeping and reporting. I kind of see it as more of a group exercise to see how the fund does.
Favorable very much so in my opinion. I have been piling in. I have been a shareholder in the past and once again find lots of value here. Things should be turning around a bit. Also throw in the fact that they retired and refinanced some expensive debt which will positively impact the bottom line. Also, they will have some mandatory convertible debt that will convert in September. Also, more 8% debt will be callable in less than 9 months. Taking advantage of these opportunities are a no risk savings for the company and the money will improve earnings.
I can't comment on DLB. It is much, much more expensive than MHLD in terms of PE and price to book value but it is in a totally different sector. It is kind of comparing apples to oranges.
Good luck to you!!!
I do screens too. It is interesting when you see a bunch of companies in the same industry pop up indicating the sector is out of favor. I am somewhat of a contrarian so I find those as sometime nice opportunities to hand pick some the better companies.
I will give it a try. I wasn't going to start another contest here until later in the summer. Just moved into our new house and am getting settled and trying to relax a bit.
I have a hard enough time with 3 stocks though.
I will throw out some of pick from my portfolio. Count me in. Will be out of town for about a week though.
No, I got out long ago. I felt that the company wasn't committed to shareholders so I got out. Good luck to you. I hope it works out.
I guess I ended up buying a little more. I had a limit order at 8.50 that I forgot about.
We finished building our house and moved in a little more than a month ago. I hope you are still enjoying your new place.