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    Community Rank: Sr. Analyst (339 pts)  |  Member since 02/06/2008
Charliemunger
Picks Performance:
Outperforms
55%
of community

All-time Return
-30.90%
(in 1 year)
Risk (SD)
Moderate
0.00%
Sharpe Ratio
-12.83
Followers
1
Winning Picks
1 of 38
Total Views
12411


 Last Activity: Added NT to bearish list on 10/29/08 

Current Stock List:
Symbol SP Sentiment Rating Return Since
NT Negative +40.54% 10/29/08
CSCO Negative -33.17% 10/29/08
F Negative -263.41% 10/27/08
MGM Negative -8.95% 10/24/08
LVS Negative -129.87% 10/24/08
YHOO Negative -40.58% 10/24/08
HBC Negative -6.89% 10/24/08
XOM Negative -13.26% 10/24/08
AAUK Negative +100.00% 10/24/08
SNE Negative -45.47% 10/24/08




Opinion & Analysis
Graphic_rating_sell Auto finance credit crunch   about F   10/27/08
The collapse of available credit for both dealers and customers makes 2009 not a great year to be Ford. 

Graphic_rating_sell Ugly 2009-10 for Casino Operators   about MGM   10/27/08
No conventions, hig-cost capital and much lower gambling turnover is going to hit the casino operators hard.

Graphic_rating_buy Monsanto worth $130   about MON   05/05/08
Monsanto will continue to run on its twin engines of GM corn seeds and sales of the popular Roundup herbicide product. Concerns over food yields and a worldwide acquisition strategy will cont

Graphic_rating_sell BHP will have to sweeten deal even more for Rio   about BHP   02/06/08
Short-term price target of $66 as market reacts to BHP having to sweeten Rio deal upwards from 3.4 shares. Longer term I am bullish on BHP and iron-ore prices in general. When deal closes BHP w...

Graphic_rating_buy Bullish on XSRAF ...   about XSRAF   02/06/08
A takeover of Xstrata, the Anglo-Swiss mining group, by Vale, its Brazilian rival, could be announced during the carnival celebrations in Brazil, which run until Wednesday. A deal would creat...



Discussions

Re: Ugly 2009-10 for Casino Operators 10/27/08
No conventions, hig-cost capital and much lower gambling turnover is going to hit the casino operators hard.

AXP Oversold 02/06/08
AXP has been oversold based on weaker earnings and a UBS downgrade. Well below fair value and my target is $48 on the bounce back.




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Avg exp holding time:
183.73 days

Age:
30's

Location:
Sydney, Australia



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