phil_Buffett

http://www.valuewalk.com/2014/11/ackman-says-country-will-blow-gov-fannie-freddie-takeover-upheld/

congrats gio!! on your achievements :) sounds very nice! altius is quite down after you sold your Shares, when you will buy it again? phil

1. BYD Co electric cars, batteries and so on. will be huge. Charlie loves it and i too. 2. Posco. the world Needs a lot of steel 3. altisource more and more mortgages in the us 4. Horsehead zinc will ever be there. also more growth

http://www.theglobeandmail.com/report-on-business/industry-news/energy-and-resources/us-billionaire-wilbur-ross-eyeing-canadian-us-energy-sectors/article20967614/

really ugly. i sold out my stake few days ago. made a mistake. sure sistema has had great assets but the government is too big. this was a mistake from me to invest in a Special Situation like this. glad to be out.

http://online.wsj.com/articles/sistema-head-yevtushenkov-freed-from-house-arrest-1411135134

What makes you think theyll offer a price? I think theyll just take the assets for nothing and jail anyone they can get their hands on. i think they will give him a symbolic Price. not much, but a Price that they can say we bought this Thing legally. thereafter he is a free man or he not cooperate with Putin and co and he will lose everything.

I also think they want bashneft cheaply. They say to him, give as bashneft to this price and your free. But i think the share downturn is to much.

sistema down 33% this morning :o edit: i once own sistema and sold it short ago at around 21€ ($27) with a nice gain. i bought some today. stock is down more then 50% in one month.

thanks! he bought also intralot and Eurobank in the european fund. great :)

congrats josh! really stunning amazing!!

so hey bought sony. would be interesting to hear his Thesis on it.

indeed a ugly time right now. i sold my pwe at around 35% gain but go back in manitok and lightstream to early. in the red now. also buy back pwe at the huge drop

no others i cant buy :/. i would buy lotte chilsung and Lg but cant, sad Story. may i have to open up a IB account too. if you have success with buying those via IB please contact me :) thanks phil

i can understand you. also sold last week my posco to buy some stocks with more Price potential

yes i can :). but only the gdr Shares which are a half of a preferred share, but it is the same share. i can only buy hyundai preferred gdr and Samsung preferred gdr share via ing. but thats ok for me. i hold both and think both are undervalued. hmm sad that you cant buy them via ing belgium, the gdr Shares also not? cheers phil

That's more names than I have in my portfolio. :D Must say plenty of stocks have gotten cheaper quickly these last few days. AIQ, LRE, Fiat, GM, JPM, IBM, Intralot, .. for those that I follow closely. Let's hope the European correction blows over! :D yeah i have a Portfolio with a lot of names. i take the Walter schloss Approach. yeah youre right. a lot of stocks get cheap. i would buy all of that youre mentioned if i have more Money right now.

german ING. and the german ING gets the quotes from UBS i think. but i buy i via ING cheers :) Phil

fiat, altisource, Eurobank ergasius, horsehead, gazprom, sberbank, lightstream, penn west and clarke

i have a mix. sberbank gazprom lukoil rosneft sistema (conglomerat) pharmstandard (pharma) ctc media i make this Investment a basket Approach. bought to early :D and now nice in the red 8) ;D ;D ;D

http://www.bloomberg.com/news/2014-07-30/dividend-fever-grips-korea-as-samsung-leads-kospi-rally.html

i sold my Position a few weeks ago with a 35% gain in pwe. now iam back in. i bought a Position. maybe buy more if it Drops more.

http://www.valuewalk.com/2014/07/jim-grant-buy-hated-hated-stocks/ talks about russian stocks

http://www.bloomberg.com/video/mobius-sees-putin-pullback-if-sanctions-are-strong-q063e2S3Sk~f7sO3b3ADqw.html

luck to my understanding the adr Shares are automatically converted into fca Shares if approved. to the Point that you have to vote to get the conversion, i think you dont Need to vote. you are automatically get the Shares. cheers phil