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drzola

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Everything posted by drzola

  1. Any comments on recent marketplace investigation? as this is owned by our beloved Fairfax Financial.
  2. I never understood why there was a second thread. Always made more sense to me to have all transactions consolidated into a single thread as opposed to having multiple places for people to express their overall investment views and transactions. Isn't a sale just a "buying" cash? This thread was first. It makes sense to consolidate. I'll keep posting here ;) +1 ; Especially when one is talking about options contracts Just saying ;)
  3. In response to boilermaker; I have 2 pointers ( siblings) a male and a female that our culls from very high quality American Field pedigree. I do not campaign, compete myself. To much Ego involved in that game for me. Cheers.
  4. Rapidly raising cash, sold more than half my remaining BAC options yesterday. I'm moving into the to hard pile camp for now.
  5. The Pet Insurance niche needs someone to give it a push. Wait a second here that is already in progress by Prem and Company I believe? only Trupanion is around to compete with.
  6. With MARS taking out VCA Antech ) WOOF they could possibly be building quite the Moat it appears. Cheers.
  7. Prem should take FFH private by having Flatt find it a home? Crazy But??? Cheers.
  8. I got mine in snail mail yesterday! our you attending FFH annual meeting as well? Cheers.
  9. Their Northmart food distribution centers in Canada >120 ( and stable 4-4.5% margins ) . No competitor in most remote locations . Population consisting of mainly Gov. assisted collectors going nowhere for a very longtime . Unless suicide rates increase and birthrates decline indivdual consumptiion rates and customer population growth rate trends our upward
  10. North West Company NWC.to . Moat ( in only emerging markets left in North America ) Arctic, and Carribean islands. . under the radar . founded in 1668 Bought for the parents and inlaws accdoounts. A fantastic perpetual annuity. Cheers.
  11. Is anyone considering Convertible bond hedges these days? cheer
  12. Congrats to Sanjeev and Alsnesh on your new endeavour. Cheers.
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