Lance Posted December 19, 2013 Share Posted December 19, 2013 Added to KMP (Kinder Morgan Energy Partners, L.P.) Link to comment Share on other sites More sharing options...
frommi Posted December 23, 2013 Share 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 :-*. Link to comment Share on other sites More sharing options...
CorpRaider Posted December 23, 2013 Share 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. Link to comment Share on other sites More sharing options...
Ross812 Posted December 23, 2013 Share 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. Link to comment Share on other sites More sharing options...
petey2720 Posted December 23, 2013 Share Posted December 23, 2013 Maybe its time someone add a thread called: "What are you selling today?" Link to comment Share on other sites More sharing options...
Liberty Posted December 23, 2013 Share 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/ Link to comment Share on other sites More sharing options...
Palantir Posted December 23, 2013 Share Posted December 23, 2013 Will probably buy DOX tomorrow. Link to comment Share on other sites More sharing options...
wachtwoord Posted January 3, 2014 Share Posted January 3, 2014 Sold AZN to buy SEP and more EXC yesterday. I should have waited a day :P Link to comment Share on other sites More sharing options...
valuecfa Posted January 3, 2014 Share Posted January 3, 2014 Picked up some SHLD Link to comment Share on other sites More sharing options...
ECCO Posted January 3, 2014 Share Posted January 3, 2014 DE and BP Link to comment Share on other sites More sharing options...
Yours Truly Posted January 3, 2014 Share Posted January 3, 2014 GM B warrants Link to comment Share on other sites More sharing options...
frommi Posted January 3, 2014 Share Posted January 3, 2014 NLY Link to comment Share on other sites More sharing options...
Packer16 Posted January 3, 2014 Share Posted January 3, 2014 Lukoil I have been listening to Jim Rogers for too long. Packer Link to comment Share on other sites More sharing options...
constructive Posted January 3, 2014 Share Posted January 3, 2014 I've never listened to Jim Rogers but LUKOY and JSHLY. Link to comment Share on other sites More sharing options...
TwoCitiesCapital Posted January 3, 2014 Share 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. Link to comment Share on other sites More sharing options...
cogitator99 Posted January 7, 2014 Share Posted January 7, 2014 Recently added to DE & GM. Recently initiated CHRW & KMI. Link to comment Share on other sites More sharing options...
Palantir Posted January 7, 2014 Share Posted January 7, 2014 ^^ Why Turkey ETF? Link to comment Share on other sites More sharing options...
Ross812 Posted January 7, 2014 Share 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. Link to comment Share on other sites More sharing options...
prevalou Posted January 7, 2014 Share Posted January 7, 2014 Laurent Pierre or Laurent Perrier ? Link to comment Share on other sites More sharing options...
Ross812 Posted January 7, 2014 Share Posted January 7, 2014 Laurent Pierre or Laurent Perrier ? Laurent Perrier. Symbol LPE.PA. Sorry typed it on my phone and got auto corrected! Link to comment Share on other sites More sharing options...
constructive Posted January 7, 2014 Share 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. Link to comment Share on other sites More sharing options...
prevalou Posted January 7, 2014 Share 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. Link to comment Share on other sites More sharing options...
TwoCitiesCapital Posted January 8, 2014 Share 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). Link to comment Share on other sites More sharing options...
ASTA Posted January 9, 2014 Share 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. Link to comment Share on other sites More sharing options...
Valuebo Posted January 9, 2014 Share Posted January 9, 2014 I bought more GNCMA at $11.08 a few days ago. Still incredibly cheap. Link to comment Share on other sites More sharing options...
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