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Cloning Ideas from FFH/BRK


NormR
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As a followup to the copycat investing thread, if you had to pick 1 to 3 stocks that are currently held by Fairfax, and a similar number from Berkshire Hathaway, which ones would be your top picks? 

 

(I'm going with "cloning" instead of "copycatting" because Mohnish used it in his talk that was linked a few days ago.  Oh, feel free to add a few picks from Mohnish too :) )   

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if I could only have 1-3 picks (to be my whole portfolio) would choose

 

FFH, BRK-B, and cash

 

(if I could add a couple other just off the top of my head, with pick from Monish, would say FFH, BRK-B, BAC, AIG, IBM, PSX, CASH---added IBM, PSX to decrease risk of having all holdings in financials)

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Norm, that's a tough one with FFH. 

 

Berk is easy:

Ko, Ibm, BAC, WFC

 

FFH:

Mtl - mullen transport - tsx

WFC

not much else.  That is why I hold FFH instead - let them dig into all the G&D trash heaps I wont touch.

One caveat - I am closely tracking BKIR, but it is way to early yet.

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These days, I've been finding good research ideas from strong analysts with mediocre results. For example, Tom Brown from Second Curve and Meryl Witmer from Eagle Capital are smart as mountain goats, but for various reasons didn't show good returns. Just try to skip those reasons.

 

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