argonaut

Look at RSG and ECL... including dividends they have been solid steady growers (stock price + div) over 15% each year.. RSG is 2nd largest trash collection firm in US. ECL does water maintenance, cleaning supplies globally.

Perhaps this can be a start? http://secfilings.com/

Enjoy! Baanf and Jasper are beautiful!!

My info is about a year old and may need to be reconfirmed... at that time fidelity you signed a foreign trading agreement and could go forth and trade either directly in many countries or for those farther a field (e.g. Brazil) you had to call and talk to he international trading desk... still pretty straightforward ... Schwab you had to open a second account and transfer funds in and out as needed for international trades... much less convenient ... I hope this helps.

For those who have taken both the Toronto 5 day seminar and the New York 5 day at Columbia , what are the differences and which offers a more practical approach? I seek to learn more to manage my own funds. Assume I've already read the books and seek the the benefits of a classroom and interaction.

For the over 5% he has to file a 13g so an SECfilings update would Track of its under his personal name? Anyone know if he does it though a corporation like Gates does?

Perhaps this is addressed elsewhere, but the actual manager listed for this report is not burry but his cfo from when he ran scion so perhaps these are not burry's picks??

I invested in CHK in mid-2012 as a turn around on my own research...figuring it was worth a min of $35/share + ...saw is get to $31 and was holding for a few more $ :(...should have sold most... got out of a chunk as the oil prices dropped but still held onto rest... Probably should have taken a cue from Buffet when they existed the oil stocks e.g XOM and gotten completely out of CHK then...somehow also learn to recognize that a major trend is in place and not just a temp drop.

Any board members live somewhat near here? 34 Roger Street BROOKVALE NSW 2100 I live in Seattle and am looking to get a small package from a store located there to me...I will prepay all costs. PM me for more details.

Thank both of you very much!!

Hi I started reading an interesting post that was a transcript of different value investors where buffet declined to appear/chat...it was posted on this forum over the last say 2 weeks... I can't seem to find it now... Does anyone recall where it is ? Thanks!

Thank for sharing your xls, Packer. I have this rough calculation for BXE...does this seem roughly on track with your thinking? 11/5/2015 Low netback/boe/d 12.58 High netback/boe/d 15 # days/year 364 Company's Boe/d 40277 Net debt 723,000,000.00 Fully diluted share count 205,800,000.00 Low valuation multiple 8 High valuation multiple 10 Canadian/usd exchange rate 0.75 Valuation: low netback/low multiple usd 2.75 Valuation: high netback/high multiple usd 5.39

Give them a call on Monday. I have either been able to reach a real person when I call or they call me back within a day or so ... I hope they are working on a new issue as it has been over 3 years :(

Just a side note... I don't know if you are self employed or not...See if you can do a SEP-IRA...it has much higher contribution limits I think $53,000 for 2015...

Best of Luck, we even have some sunshine this week to look at :)