PLynchJr

Columbus, OH

They are relentless. :o http://online.wsj.com/article/SB10001424052702303812904577293473415210672.html?mod=rss_Heard_on_the_Street

The Bloomberg app is decent. It's the only one I use. I mostly just use websites. FedEx just delivered our new iPads. Can't wait to play with them this weekend!

I'm curious to see how the big banks will react to the news. Anyone thinking of adding to BAC before the stress test results?

Dataroma is very nice. http://www.dataroma.com/m/home.php

I'm a little surprised the banks aren't up on the news. Then again they've been on fire leading up to this.

We use Ooma at home. Very happy with it so far. www.ooma.com

Well come on...he's not stupid. ;D

Fairholme just posted a presentation on BAC. http://www.fairholmefunds.com/pdf/fairholme_stays_the_course.pdf

Really appreciate all the stuff you share. Thanks!

When NFLX started it's recent dive he was the first thing that popped into my mind. The NFLX situation definitely didn't improve my opinion of him.

Not doing a "diet" really but I've been eating low carb after getting inspired by reading Gary Taubes about 7 months ago. I've lost about 43 pounds. Down from 225 to about 183. My blood pressure is great now. I feel incredibly better than I used to on a daily basis.

I'd also be very interested in others take on this. Definitely not my area of expertise. I am building a new home that will be complete around November of this year. I could get a 270 day rate lock that is about 3/8ths higher than the current 30 year rates. Problem is the rate cannot float down if rates go lower and I'd have to make a non-refundable 1% deposit.

Berkowitz is one of 2 or 3 mutual fund managers I'd be happy investing with. Did you get a chance to listen to the conference call he did a few days ago? http://us.meeting-stream.com/fairholmecapitalmanagementllc_050911/

I actually read Taubes based on the thread here a few months ago so thanks! The book made perfect sense to me....really struck a cord. I don't have the energy to argue with people who still believe the conventional wisdom...I just know low carb works and I've never felt better. I've lost 30 pounds in 2 months. Down from 225 to 195. No exercise at all (not against it just very busy with newborn) and I never go hungry. I used to get heartburn all the time. Took Zantac daily. Completely gone now. No more stomach issues. No longer gassy. Just feel great. Blood pressure is way down. Haven't done blood work yet but I have no doubt it's improved.

Non-diversified. Outside my 401k I hold 8 stocks and 2 mutual funds. 10 positions or so is fairly typical for me. BRK.B PG MSFT WMT JNJ ABT BRK.B XOM BAC FAIRX & FAAFX

Great interview. Thanks for the link.

I also have an account at Tradeking. You will be charged the $75 fee based on my experience.

Huh? The iPad was made for toilet use baby! ;D

I'm also a subscriber. At various times I've subscribed to both services. Right now I'm with Sirius. I love listening to Stern on the way to work. Once you try satellite radio and get used to it it's really hard to imagine going back to terrestrial radio IMO.

Tweedy Browne TWEBX TBGVX

Sequoia is still open. SEQUX

Several "Plan A" stocks selling at 50% of IV? Please share.

I agree. It can be tough to buy a cheap stock when just a little bit ago it was REALLY cheap. It's hard to avoid anchoring bias. For what its worth...if you are comfortable with the big banks they have not participated in the recent rally at all and are fighting another round of bad press.

Very nice. Thanks for posting.