Dinar

Parsad, you should do the work on Arcosa and New England Realty. Both are insanely cheap.

Who is this person? I would be happy to copy Sir Chris Hohn's moves in real time.

Thank you. Would you mind sharing where you are located, and how high is elevation in the area where you live? Thank you and hopefully you and your family were not hurt too badly by this hurricane.

Lower oil prices hurt Iran, an arch enemy!

Agree on LVMH, not sure about DEO - cognac would be better play (Remy). Not a fan of Diageo in general.

Saudi Arabia announced this morning that they may be willing to accept a lower oil price in order to defend its market share

What are people's favorite ideas among Chinese stocks and why? Thank you.

What are people's favorite Chinese stocks to buy now and why? Thank you.

I think if you look at the results, their organic revenue growth was always below Rollins in the last decade, even before Terminix, so either poorly managed or there is something structural.

Do you or anyone else by chance have a quick summary of why NEP is a buy here? THank you.

That's easy. Blow up oil tankers and pipelines.

Well, a NYC teacher who retires at 65 collects a $175K per year pension, which is not taxed in NYC & NYS. (I know because friend of the family just retired.) Also free healthcare for her and spouse, vs $10k per year for others. So call it 200K+ tax adjusted. Or 10x average social security.

It may cause larger casualties now, but a lot fewer in the long run. It is easier to defend Golan than Gaza border. Huge blame lies with the West & the UN for keeping refugee camps. Tens of millions of WWII refugees integrated into other societies.

How is it different from the US? Have you looked how insanely generous pensions for government employees are if they retire at 65?

@Xerxes, no since I am not calling for killing civilians. Transfer yes, like has been done since time immemorial, and just this year done by Muslim Azeris to Christian Armenians. It will also sound absurd, but this will save lives on both sides, since if it is not done, wars there will go on forever will larger and larger casualties.

Assad has not been able to defeat a bunch of rebels, can he stop Israel's military? As for Israel's isolation, you are already isolated. The world will forgive any atrocity if it is done quickly. Who remembers Armenian and Greek genocide by the Turks? Who holds Japanese responsible for atrocities of WWII? Who throws Hitler's crimes in the face of Germany today? In any case what is the alternative? Keep rolling the dice as @SharperDingaan said? Eventually you will lose, and then all of Israelies are going to be murdered by the victorious Muslim armies! Either kill and transfer today, or you will suffer genocide tomorrow. The choice is Israel's.

It is that easy. Israelis are afraid of public opinion, but time is NOT on their side. No other country wants them? Well, dump them into Syria, how can Syria stop it? If it is not done now, it will get much worse, and in the next war US will NOT help them.

Hamas is rather easy. Stop all water, food, etc... into Gaza, allow all, except for males between 12 and 60 to leave freely. Males between 12 and 60 will have to go through POW camps to figure out whether they were members of Hamas in which case they should be tried as terrorists or innocent civilians, in which case they should be allowed to go to a country of their choice or into Syria. Hezbollah - start by blocking all food and energy into Lebanon. Then you have to fight a very bloody war, at the end divide Lebanon into northern and southern halves. Christians get southern half, Sunnis get northern half and Shiites go to Syria; just as losers in every war.

You are missing the forest for the trees. While Israel is busy racking up tactical victories, it is losing the war - nothing has been done about Iran's nuclear threat, Western public opinion is increasing anti-Israel, and in the next war Israel will not be able to count on weapons shipments from the US. Israel needs to wipe out Hamas, Hezbollah and Iran's nuclear threat today, otherwise it may easily get destroyed in the next war. Had Hezbollah attacked at the same time as Hamas, the situation could have been very different.

Japanese were NOT moved to concentration camps, they were moved to interment camps. There is a difference. In concentration camps, the goal is wiping out the population, while internment camps do not have such a goal. Japanese given the brutality shown by Japan towards Chinese, Koreans, as well as all POWs have no standing to complain against internment camps. Given the tendency of left-wingers globally, including Canada to seize assets of those who they disagree with, it is of course a possibility. I think however that India is too damn smart to get involved in conflicts that have nothing do do with it.

@Dalal.Holdings, with all due respect, what will replace Airbus & ASML in the 21st century?

ASML?

Bought Glenveagh. So @changegonnacome, if it works out, I will owe you a barrel of Guinness or Jamieson/Red Spot. Made it roughly a 4% position. That Irish stamp duty at 1% is annoying.

Trust me, it took twenty years to overcome this.

Well, a friend pitched it at $50 and I bought at 100, so....