shalab Posted March 12, 2010 Share Posted March 12, 2010 Hit 370+ today, getting above fair value. I expect the Q1 results to be good though. Link to comment Share on other sites More sharing options...
Parsad Posted March 12, 2010 Share Posted March 12, 2010 We've got way too much in capital gains! A good problem to have I suppose. If this was an insurance company, or something where earnings would be more volatile, I would probably ease up a bit if we didn't have so much in gains. But the cash flows are now so consistent that Sardar would really have to do something stupid to mess it up. It will move up and down from quarter to quarter, but over time, he will continue to pad onto the retained earnings and the value will go up. When you've got mounds of capital gains compounding on your original invested capital, it truly does become a remarkable thing to watch grow. Cheers! Link to comment Share on other sites More sharing options...
ragnarisapirate Posted March 12, 2010 Share Posted March 12, 2010 I recently (within the past week) sold off a little bit of mine, but, it was in my Roth IRA and I have something in mind for the funds which is much cheaper... However, I do think that SNS is still below intrinsic value. Link to comment Share on other sites More sharing options...
CONeal Posted March 13, 2010 Share Posted March 13, 2010 I sold half my position about a week ago for another opportunity. Will hold onto the rest and might add some further down the road. Would like to see how Sardar operates a little. Link to comment Share on other sites More sharing options...
ERICOPOLY Posted March 13, 2010 Share Posted March 13, 2010 I should have bought some, but I don't want to own a junk food chain. I eat it sometimes, so why I chose not to invest in it I don't know. Link to comment Share on other sites More sharing options...
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