Yours Truly

Francois Rochon is a fantastic Canadian fund manager, I would recommend reading his annual reports. His track record has been good and has delivered returns of around 15% cagr within the past 20 years.

DTV, STRZA, ATRI, MNST, IBM, AZO, ROST, GPS

Thanks for this. I've been thinking about starting a position in LMCA (more specifically, a 50-50 split between LMCA and Global). Not too comfortable with SIRI, yet. LINTA looks more interesting especially with the spin/off of the QVC tracking stock in the new year but LMCA appears to be undervalued based on BV especially with the presence of the Malone/Maffei team at the helm... Thanks again Dcollon and Bmichaud

Anyone got an updated estimated IV? At first glance, it may be trading below book value per the latest quarterly however that includes a lot of intangibles.

That's bad news for those buying the S&P500 index, I guess?

It's great to know that he's still alive and doing well.. His books have truly even inspirational for me..

Tell her price is what you pay, value is what you get... if she doesn't get it, dump her immediately

Preferreds have been on quite the ride lately with all the legal victories... is there any news on the Bruce B/Perry Capital litigation?

Perhaps you should be looking into Markel instead

Didn't he blow up his fund as well? and then moved to a macro approach

Willard D Oberton - Fastenal

Around 10%

The way the GSE's are winning lawsuits and attaining profitability through their core business, they'll have fully pay back that bailout money in no time..

I have great fondness for both TJX and ROST, the store(s) and the stock(s) that is.. great business model, and great capital allocation

Just cut recently and it sucks without sports even though there are streaming sites, but it's almost a game of Russian roulette as to the dependability and quality of the streams For specific tv shows and movies, I just download them the next day and beam them to the appletv

Buffett'a definitely up to date with popular culture.. It was at the freaking breaking bad series finale party and tweets about being Heisenbergs twin! How awesome

Amen to that. CRM finally turning, will re-investigate shorts of WDAY, LL, and FOSL. Whats the short thesis on FOSL? Was looking at going long back when it was in the $90's a year ago but forgot about it

I follow the moderate to heavily concentrated 'guru's: Heavily: Berkowitz, Lampert, Greenberg, Buffett, ValueAct, Pabrai, Atlantic Investment Management, etc Moderate: Sequoia, Wedgewood, Lou Simpson, Weitz, Tepper, Akre, Loeb, etc

One block south of queens park lies in wait two Starbucks and three Tim hortons locations... It's quite a busy area for coffee fiends

Can we put this thread in the Investment Ideas category? Back on topic, Second Cup locations in Ontario are pretty hard to find and are usually located at small booths within malls, campus and hospitals IMO, it will always be third/forth fiddle to Starbucks, Tim Horton's, Country Style.

Quick question: how do you guys decide as to what series of the preferreds to purchase?

Peter Lynch's Beating the Street has a section on the automotive companies as well a bunch of other industries he analyzes in the book

it's the Hong Kong Dollar!!!

RFC, GLN, GVC

Anyone know when BRK's 13F comes out?