eclecticvalue

Check this thread out for potential podcasts. http://www.cornerofberkshireandfairfax.ca/forum/index.php?topic=4242.0.

I am seeing some of the p/c insurers being sold way below book such as SBX and FSR. I am going to wait for a few months because hurricane season needs to pass.

Bought SLE I like the dividend they will payout and the spinoff will hopefully unlock the value.

haha, if you did name a fund liger capital. It would sound like a hybrid fund where you mix value and momentum together.

Well if you haven't picked your name yet. Make sure the name of your fund sounds formidable and strong, or something that refers to something obscure. Pick an animal that hasn't been chosen yet.

Thanks Biaggio, I am surprised seeking alpha would have a transcript of a Canadian company.

Plan, since there are doing a 1 to 5 reverse split would your intrinsic value be $10 a share? From what I understand that if C&H now owns 55% of the company, why do they need to take away 52% out of everyone shares?

Very interesting he likes the U.S. while our own citizens are cynical. Will there be a transcript for the conference call?

Completely agree!!! +1 for you

This site is for mainly spinoffs which is a great up to date site btw http://www.stockspinoffs.com/upcoming-spinoffs/ This site is for all the special situations but it requires a subscription http://www.fatpitchfinancials.com/contributors/

uh-oh hope this doesn't look good for Berkowitz!!! Hope his reputation will not be tarnished. Hey Moorecapital can I get an invite for google+ sorry to be offtopic but I am looking for one also. I want to really try it out.

Good to hear the right reorganization is going to be approved. One question, Since Charlestown is going to buying at .35 do you think the shares will be trading at that price when the tender of shares occur?

NP, Right they will not have to pay any more cash to acquire shares. Depending on the price they will try to get it delivered at an average discount between 96% to 110% before March 31st 2012.

Hey, you missed the fact there are more shares to be delivered and depending on the share price it will be in between 96% to 110% of the current share price.

I love reading these articles from Barrons. My favorite is Felix Zulauf from the group. Although he seems early in his predictions but I am sure he will be right when the time comes.

I looked through the principles on the website and I agree it helped me understand what value investing is all about. Arnold Van Den Berg has done a great job synthesizing these details.

Hey here is a compilation of his memos from 1990-2010. http://www.docstoc.com/docs/75532225/Howard-Marks-Memos-1990-2010 Since it is a large file, it will take a long time to load. So just download it immediately.

I gave them a call awhile back and the book costs about $70. So I am not sure whether to buy it or not. Does anyone who have it think it is truly useful in this day and age?

Did anyone notice the other japanese security he mentioned Dai wa securities (DSEEY). It seems like a interesting play. Plus it is cheap on the price. I need to dig into it a little bit more.

I am already in my early 20's and I am already close to 20 punches :( . Aww shucks what will I do now? I am not too concerned and I think the whole point of the quote is to research your investment opportunities well. I think you could do it under 20 investments but that is only if you have a lot of money. Unlike me who runs only a few thousands of dollars.

Thank you for starting this thread Shane, I am also an undergrad trying to break in. I would like to talk to you sometime. I'll pm you. Myth- that is why you have the right clients and if you have their trust then you should not be as stressed if the market is down. Unless it is like 2008. I dunno if we will see it again anytime soon.

Misterstockwell, this response is basically the reason why I want to manage money because I see many people who lose money in the market. Unfortunately, not everyone is fit to invest money. I would like to make a difference so they can have enough money to live comfortably. One question if you don't mind answering is why do you want to get out and why the market isn't the same anymore? Well that is my generation for you a lot of words have lost their meaning.

You can go on his website and check the positions http://adventuresincapitalism.com/positions.aspx He has done well and I am mad I didn't invest in MERC.

Has anyone used Elan guides? http://www.elansguides.com/ Their highest priced package is cheaper than Schweser and Stella packages.

It seems kuppy is obsessed with Mongolia. Although he does have an interesting opportunity to make a killing. I would like to invest in his company but too bad it trades in Canada. I am sure he got his friends involved in the company. He has mentioned in the past his friends come to him to convince him to invest in random investments. So it is probably his turn.