Tracking David Winters' Wintergreen Advisers Portfolio - Q3 2014 Update
John Vincent - at Seeking Alpha - Tue Nov 18, 6:27AM CST
RAI: 71.86 (-1.23), KO: 41.99 (-0.18), NSC: 109.91 (-0.17), LO: 67.30 (-0.80), CNQ: 31.63 (+0.45), MO: 54.76 (-0.78), GOOG: 549.01 (+6.08), FUL: 44.31 (+0.95), CTO: 59.94 (-1.63), BEN: 53.91 (+0.23), UNP: 122.60 (-1.23), MA: 87.14 (-0.38)
Tsai Capital: Don’t Wait to Charge Into Visa, Precision Castparts
at The Street - Tue Oct 07, 3:52PM CDT
Christopher Tsai, president of Tsai Capital, is bullish on shares of Visa because of its Apple deal. And he likes Precision Castparts because of the burgeoning aerospace market.
V: 269.63 (-1.28), PCP: 205.54 (+1.37), AAPL: 127.08 (+0.62)