longlake95

unwavering - class act

I agree

Just sold all my FFH.PR.D. Wondering what's up? Why all the FFH prefs are soaring...

Looking for new insurance carrier. If I can keep the $$$ in the "family" so to speak, I would look at moving my home & auto to Northbridge (or another FFH sub). Anyone using a FFH carrier in Ontario? Feel free to recommend a broker too... Thanks in advance LL

Added to my oil basket yesterday. CVE & MEG

Happy birthday Warren!

I was looking at the prefs and lost interest. I’ll have to have another look.

I’m not surprised. I guess Warren changed his mind on what he thinks of Bill…

this ought to help your strength training.

nothing special about the #3. I think the question was if I have 2 should I have a 3rd. I say yes. Or a 4th, etc. yes, there is a limit. I have a friend with 6 kids. I don't think I could do it. My point is when you're old, having more kids/grandkids around the better it is for you. Big families used to be the norm.

have a third. When your old you'll look back and be glad you did.

added a little TFII

those darn computers.

tikr.com

Sounds like Belgium.

I take that back…I see it was Chubb.

MMM

Register a few shares directly in your name. You’ll get the AR materials sent directly to you. Works really well.

all of the above. Partly, I think, a hang-over from absolute boom times in 2021-2022. Many companies still working down bloated inventories. The truckers are obviously exposed to that, along with general cyclicality. But the really well run ones, like ODFL and TFII will do smart things during slow times and gush cash on the next up cycle. All that I know is the stocks will move higher before we read about the end of the freight recession in the paper.

down in sympathy maybe, TFI reported this morning. Truck-load in a very sorry state these days. Bedard, says this freight environment is one of the "worst in 30 years". As for TFII, considering the environment, they put pretty numbers.

Doo. Great song. Ya, she's amazing. Under-rated.

My latest crush. Highly under-rated. Amazing voice.

Same. I’ll be the guy crawling across the finish line at the race on Sunday.

Parsad, thanks for the notes on the AGM. I was there this year, nice to see/meet so many of the managers of FFH companies and managers of some of the larger investees. 2 things really jumped out at me this year. Firstly, more discussion on buying better businesses and letting compounding work its magic ( a la, BRK). Second, I think I heard Prem correctly, when he said they only need a 5% return on the investment portfolio to achieve their 15% growth in BV hurdle. The 30 year return has been 7.7%CAGR. It reinforces how they just need to keep hitting singles and doubles for this to be a REALLY good investment over time. A few home-runs will just be icing on the cake. The discussion on owning financials (and the 2.5x multiplier effect) in a growing economy was very interesting as well. Hard not to get excited about India for the next couple decades.

Ya, sorry, drifted….