OracleofCarolina Posted March 22, 2009 Posted March 22, 2009 30% Contango 30% Western Sizzlin 10% LUK 10% BRKb 10% SNS 10% cash and small positions in stuff like BAC PRXI
CassiusKing1 Posted March 24, 2009 Posted March 24, 2009 20% BerkHathaway 15% Procter & Gamble 25% TIPS 15% Cash 10% Leucadia 10% Fairfax 5% Misc others.
JAllen Posted March 24, 2009 Posted March 24, 2009 Oracle, What is 30% Contango I think he is referring to Contango Oil and Gas (MCF) Here is a brief summary but I'm sure you're already familiar with the company. http://blog.valueinvestingcongress.com/2009/03/12/contango-oil-gas-mcf-insane-value-by-aaron-edelheit/
gordoffh Posted March 24, 2009 Posted March 24, 2009 24 % oil and gas ( pwt,bnk,oil) 51 % gold ( yri,goz,smf,clh,rmx) 5 % FFH 6 % Forestry ( sfk,cfx) 10 % BMO 4 % ge ,bac leaps and spy Will be moving some gold back into ffh
OracleofCarolina Posted March 24, 2009 Posted March 24, 2009 Oracle, What is 30% Contango [/quote Yes, that's right MCF
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