yesman182
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If they are in such a bad spot, why is lumber still so expensive. Pre coved 4x8 sheet of osb 7/16th thick was sub $10 now it’s $16USD+. 2x4 was 2 usd, now they are 3.50. Having those prices up +60% in 5 years doesn’t help builders sell more houses.
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PEP
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MPC it’s trading near a 14% owners yield with what they are projecting in buybacks and dividends. The stock has fallen much harder than oil prices. @gfp are you speculating that non indexers are doing tax loss selling and that downward pressure will cause the indexes to buy these beaten down stocks in the coming weeks?
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Hi Brett, Did you meet with Warren at all through this process. I assume you sent him the book. Did he read it and respond to you? I just ordered a copy and look forward to reading over the holiday.
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Yeah, I think that is why he said he wouldn’t trade float for cash if given a tax free opportunity, if it meant he couldn’t be in the insurance business in the future.
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@SafetyinNumbers It seems like a few pages back you made the argument that getting added to the index will be a long term tailwind. If you believe that is true, why not advocate for listing in the US and getting in the S&P500. Wouldn't that be a much larger tailwind?
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Here WEB talks about getting free float and how float has the utility like equity, but you couldn't realize it upon sale. So it seems like valuation method #3 is an upper bound if the business is being run well in a stable market and a new owner doesn't see any great opportunities for improvements.
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I don’t really follow the index’s but TVK was like a 500m company like 2 years ago and now is added and Fairfax is left out. This is a very strange index.
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Buffett explained that workers comp issue at the twin towers on 9/11 was an outlier event that was not thought of.
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How are you coming up with those values? They earned 2.98 per share last year and paid 1.60 in dividends. This year will be about the same.
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KHC seems to be down based on Kennedy? Any other packed food companies getting hit? KHC is now yielding 5% with a new small buyback.
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Any chance we see a new pipeline to Canada's oil sands with trumps "drill-baby-drill" mindset?
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What about mergers like Albertsons and Kroger? Aren’t they all more likely now?
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Has this already been paid, or is 100 of the 300 cash already spoken for?
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I’m sure this isn’t news to anyone who followed this name closely, but it was news to me that Fairfax has had 17 years in a row with favorable reserve developments.