Lance Posted December 19, 2013 Posted December 19, 2013 Added to KMP (Kinder Morgan Energy Partners, L.P.)
frommi Posted December 23, 2013 Posted December 23, 2013 Sold WMT,MT and bought more CHL. Initiated a position in WSTG. I hope my turnover gets lower over the next year, but currently i am optimizing my holdings with all the new knowledge i got from here and elsewhere. A big thanks to all :-*.
CorpRaider Posted December 23, 2013 Posted December 23, 2013 Added to KMP (Kinder Morgan Energy Partners, L.P.) I was going to take another tranche of KMI @ $30 but it popped on me.
Ross812 Posted December 23, 2013 Posted December 23, 2013 Added to KMP (Kinder Morgan Energy Partners, L.P.) I was going to take another tranche of KMI @ $30 but it popped on me. Added Kinder Morgan to my portfolio as well at $33. Finished selling Express Scripts, Chesapeake Preferreds CHKDG, and Auto Nation.
petey2720 Posted December 23, 2013 Posted December 23, 2013 Maybe its time someone add a thread called: "What are you selling today?"
Liberty Posted December 23, 2013 Posted December 23, 2013 Maybe its time someone add a thread called: "What are you selling today?" It already exists :) http://www.cornerofberkshireandfairfax.ca/forum/general-discussion/what-are-you-selling-today/
wachtwoord Posted January 3, 2014 Posted January 3, 2014 Sold AZN to buy SEP and more EXC yesterday. I should have waited a day :P
Packer16 Posted January 3, 2014 Posted January 3, 2014 Lukoil I have been listening to Jim Rogers for too long. Packer
constructive Posted January 3, 2014 Posted January 3, 2014 I've never listened to Jim Rogers but LUKOY and JSHLY.
TwoCitiesCapital Posted January 3, 2014 Posted January 3, 2014 Made some 2014 contributions to my IRA and used the money to Open Positions in SHLD MKL iShares Turkey Add to Lancashire Banco Santander Brasil And am considering whether or not to add to my large position in Altius or lever my Kami exposure through Alderon.
cogitator99 Posted January 7, 2014 Posted January 7, 2014 Recently added to DE & GM. Recently initiated CHRW & KMI.
Ross812 Posted January 7, 2014 Posted January 7, 2014 Sold Fiserv. I still like the company, is just ahead of itself. Bought Laurent Pierre and discovered Remy Cointreau when researching the former. I have a bit more work to do understanding the implications of Chinese regulation on the Remy's long term growth, but it looks interesting.
Ross812 Posted January 7, 2014 Posted January 7, 2014 Laurent Pierre or Laurent Perrier ? Laurent Perrier. Symbol LPE.PA. Sorry typed it on my phone and got auto corrected!
constructive Posted January 7, 2014 Posted January 7, 2014 Hey Ross isn't it time for the Q1 CoBaF fund rebalance? Packer's picks GNCMA and INLOT.AT probably need to be added. Also I think a lot of the names only getting 0-1 votes can be safely eliminated.
prevalou Posted January 7, 2014 Posted January 7, 2014 excellent champagne ! Bernard de Nonancourt was the founder (an old brand he reijevunated), he was a great uncle of my wife.
TwoCitiesCapital Posted January 8, 2014 Posted January 8, 2014 ^^ Why Turkey ETF? The Turkish market is down some 40+% due to all of the political turmoil and Fed tapering fears. It trades at about a P/E of 9 and a CAPE of 9-10 from what I could tell with the few articles I read. That was enough for me to buy into a diversified index. I don't have enough time to research the underlying country and companies to cherry pick here, but this kind of cheapness on a diversified index in a higher growth emerging market was attractive to me to begin a small position. I've been moving my U.S. exposure to Europe and emerging markets over the last years and a half as European and Emerging markets are more favorably priced. This small amount of equity exposure to Turkey (about 1% of portfolio value) is in addition to about 2% exposure to Russia (through Gazprom), 6% exposure to Brazil (through BSBR), and my 20% in Europe (various investments). I also have some debt exposure to foreign economies through my fixed income CEF (DSL).
ASTA Posted January 9, 2014 Posted January 9, 2014 Any one else looking in to Wm. Morrison Supermarkets plc. as this has been the biggest purchase of Francisco Garcia Parames last year.
Valuebo Posted January 9, 2014 Posted January 9, 2014 I bought more GNCMA at $11.08 a few days ago. Still incredibly cheap.
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