Bastida

Five: Insurance (RLI, MBI) Consumer electronics (AAPL), Oil (ATPG), Mining (ALS), Infrastructure (BAM). Regards, Bidatzi M. Bastida.

47.68% here. Mostly thanks to HWKN and also AAPL, BAM and ATPG. Regards, Bidatzi M. Bastida

Hello, I just found a very useful course about Valuation at Academic Earth http://academicearth.org/courses/valuation It has about 30 hours of video content (free, of course). Maybe it's useful for someone else. Edit: There's a lot of complementary material for the course (lecture notes, spreadsheets, valuations...) at the professor's webpage at NYU Stern School http://pages.stern.nyu.edu/~adamodar/New_Home_Page/equity.html Best regards, Bidatzi M. Bastida

Check out the kind of stuff that can be done with XBRL and a good multidimensional analysis tool (Quantrix Modeler, in this case. Think MS Excel dynamic tables on steroids) http://www.quantrix.com/QuantrixandXBRL.pdf Regards, Bidatzi M. Bastida.

I've been thinking about this recently. There's going to be amazing innovation in this field in the next few years. The advent of XBRL will usher a wave of applications and web services that will make stuff like 10k Wizard look like the Flinstones car. Right now, someone is in a garage somewhere working in something involving XBRL, SPARQL and some amazing visualization and querying interface that will blow everyones pants off :-) Regards, Bidatzi M. Bastida

Hello Gentlemen, I usually don't post much because I'm basically in learning mode about investing, but I have a long term commitment towards getting to really grasp this stuff :-) I've made some good investments (FFH @260USD, UNH @22USD, AAPL@91USD) and a few not so good (BAM @35USD, GE @21USD). I usually employ filters (FT, Finviz) to find companies for further research. In spring last year I found KS (formerly KPPC) at around $2.45. I finally decided not to invest on it, not because I thought it was a bad idea, but out of a lack of confidence in the analysis I made. It now trades above $9. Right now I'm studying Aberdeen International (TSE:AAB). It seems, at first sight, deeply undervalued. Does someone here have an opinion on this stock? I'd like to thank Mr. Parsad for the privilege of being member of such an enlightening forum. Best regards, Bidatzi M. Bastida.