Comments on: Fat Pitch Financials Portfolio October 2008 Update

By: Fat Pitch Financials Portfolio November 2008 Update

Fat Pitch Financials Portfolio November 2008 Update — Tue, 02 Dec 2008 03:58:10 +0000

[...] Sadly, there was no improvement for the Fat Pitch Financials Portfolio in the month of November. The portfolio ended November 28, 2008 with a balance of $848,439.73. This is down 8.1% since the end of October. [...]

By: Festival of Stocks at The Enlightened American

Festival of Stocks at The Enlightened American — Tue, 18 Nov 2008 04:02:04 +0000

[...] This week’s Festival of Stocks is at The Enlightened American. The editor’s picks include Dividends4Life’s stock analysis of Microsoft (MSFT), MagicDiligence’s take on CTC Media (CTCM), Qovax on The Perils of One-time Charges, and my Fat Pitch Financials porfolio update. [...]

By: The Enlightened American » 115th Edition of the Festival of Stocks

The Enlightened American » 115th Edition of the Festival of Stocks — Mon, 17 Nov 2008 08:14:27 +0000

[...] Fat Pitch Financials Portfolio October 2008 Update at Fat Pitch Financials * Editor’s Choice * George over at Fat Pitch goes over the carnage at his portfolio. He’s not the only one. On a brighter note, George’s Special Situations portfolio is performing much better. Stocks: BID, BR, Ebay, KFT, LENS, MHP, MSFT, MWRK, PFE, PRXI, USB, USG, WB, WEST, WFC, WU [...]

By: Tony F.

Tony F. — Tue, 11 Nov 2008 05:03:11 +0000

What is you estimate of the intrinsic (true) value of BID and how did you calculate it?
It got quite good moat, but I’m struggling to come up with BID’s true worth. It’s a cyclical company and earnings can fluctuate a lot.

Thanks.