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mjm

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Everything posted by mjm

  1. always think of Buffett's quip saying that he hoped the stock did not rise too much when he died.
  2. Do you think Buffett may have bought Allegheny mainly for the people running it? it did not seem to be that great a bargain. No other bids, pretty high price, overlap of business, etc. just musing.
  3. noticed WTM is also selling their pet insurance. competition worse, high valuations?
  4. not sure if discussed, but finished Tehran and found it very good.
  5. Can some of the extremely knowledgeable Canadian investors here tell me the time length requirements on filing buyback info on normal course bids? Seems longer than US requirements.
  6. do you mind sharing the preferred?
  7. bought back 62 shares . seems they bought some land.
  8. Transatlantic Holdings, Inc. was a buyout target by BRK in 2012, but was trumped by Y after BRK refused to raise its offer( does it ever). Buffett is trying to get the whole enchilada 10 years later (unless someone offers more, in which case doubt he would raise his bid).
  9. remember Y had huge position relative to their portfolio at one time in BNSF.
  10. could he be beefing up on people to help run insurance at BRK along with the company itself?
  11. what is your criteria/preference for buying foreign shares thru ADR or on a US traded market versus the home market. Curious since you trade foreign shares rather routinely. Thanks
  12. not sure recommended, but if like westerns I would recommend Old Henry. Best one I have seen in quite a while.
  13. anyone receive an offer from their brokerage for the FFH dutch auction? nothing from Fidelity.
  14. recommend "Old Henry" for a realistic western.
  15. really liked mr in between. had a comedy aspect to it also. sorry it will not be coming back
  16. if my memory serves me correct, this company also included world book encyclopedia as a division. not sure of the margin on kirby, but I remember World Book's margin as being very high and lucrative-- that is until the cdrom came along.
  17. Seems like lot of insider selling although it appears to be mainly ex Crestmark officers, possibly diversifying?
  18. would anyone have any idea what their buildings entail under property on note 5?
  19. email thru etrade
  20. 2019 annual received here
  21. see fab plant suppose to be built in AZ
  22. mjm

    H.E.B.

    great store and people. old man died about a year ago. always feed the poor people on thanksgiving or xnmas
  23. have seen where net worth of individuals are actually on average a fair bit higher for Greece and Italy versus Germany, but have not checked recently. Maybe house ownership in Germany is lower.
  24. bought portion of flying j
  25. where is the button? to set it to ignore I mean
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