Yours Truly

Please do. I've had this company on my watchlist for a while but haven't had the time to conduct analysis on it. I also noticed that MicroCapClub is big on the company as well.

Someone needs to ask Ted about his love for DaVita!

It's nice to have Ackman/Berkowitz on the "right" side of the trade, hopefully it turns out to be GGP v2.0

Your move US government... I'm anticipating much more screaming and shouting reported in the media now http://www.bloomberg.com/news/2014-02-21/fannie-mae-to-pay-u-s-7-2-bln-after-quarterly-profit.html

Could be true as Ted's quite fond of the media industry it seems... OR maybe he's just fond with John Malone's companies

Anyone have any idea as to why FFH is paying out a dividend? Could they not find better use? or did they want to attract a different type of investor and be more similar to their peers?

http://www.sec.gov/Archives/edgar/data/1549575/000154692714000056/xslForm13F_X01/infotable.xml

Out of curiousity, any Canadians on this board practicing the Smith Manuever? Essentially it's taking a HELOC to invest and taking a tax write-off on the loan thus structuring the mortgage to be tax deductible.

You call Apple Care.. They have the best customer service that I know of.. They were nice to replace my iPhone even though it was a month out of it's standard 1-year warranty

Good post!

Fannie/Freddie commons/prefs

Why can't you buy US leaps in your TFSA? I'm asking because I have BAC leaps in my TFSA with scotia itrade

a combination of conviction + gut feeling

This guy is the best. Thank you for DTV, DVA, GM, LMCA, etc!

Not OID related but I'm interested in nextissue.ca, which is only available for iOS, Android and Windows 8. Is there a similar workaround for it with a Windows 7 machine? Would Virtual Box work? Not sure if your in Toronto or not but Toronto Public Library has a partnership with Zinio which gives cardholders access to pretty much 80-90% of those magazines listed on nextissue

Mine is DTV.. Continued leverage share buy backs, majority of CapEX completed, World Cup in Brazil + Olympics serve as catalyst for more subscribers

DTV STRZA ATRI AZO GPS BAC 2016 leaps GM B warrants Fannie Mae Prefs Cash

You can't go wrong with Samsung/LG for the price and i'd recommend 120hz if you plan on watching sports or any shows with fast moving pictures as 60hz might display a blurring effect. If you are really a hardcore sports nut, then 240hz would be ideal. I still prefer plasma's though due to the blacker black's instead of the grey found on the majority of LED backlit LCD tv's.

GM B warrants

Read his articles on montrealgazette. He writes an article once or twice a month and usually highlights a potential or current holding of theirs and their rationale.

Lay it thick to them and recommend the Snowball! All kidding aside, I''d say either Buffett The Making of an American Capitalist or Tap Dancing to Work. I'd vote for the former being that its more autobiographical, whereas the latter is more educational.

Where are these gems from?

New article by Dick Bove: http://www.valuewalk.com/2013/12/fannie-mae-freddie-mac-500-price-appreciation-bove/

Anyone have a site that will list the historical P/E ratio info?

It looks like real estate makes up the bulk of his net worth A similar blog but more focused to Canadians would be milliondollarjourney.com