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Posted
5 hours ago, no_free_lunch said:

Bought some $DE stock.  This is the agriculture equipment company John Deer.  It's a long term compounder selling at 11 PE.   There is a bit of debt, I think around 6x FCF, so some risk but this has historically been a niche sector and perhaps near oligopoly.  Obviously some risks from competition but has historically performed well.

have you looked at $CNH? might interest you. 

Posted (edited)

So I bought ERF in the last month, which makes it a new fifth position in my well diversified portfolio:). I am not sure how I feel about this, but, together with FFH, this makes it is a second company I own now, which is under attack from MW. So far so good (bought it at ~46+ EUR price), but still watch it carefully every day. But despite of this, YTD I was a net seller, and currently am ~80+ invested (from ~110+ at the end of the last year) mainly by further reducing BRKB and META, trimming other big positions somewhat and completely selling other / smaller / more speculative things, which together accounted for a substantial amount of total sales.

 

Edited by UK
Posted (edited)
2 hours ago, nwoodman said:

7974.T Nintendo, exited a gaggle of minor Japanese positions.  

Going to hold off and get a bit greedy here, my average buy 6400¥, let's see if I get to average down.

 

First I need to see what I can sell to free up some cash... 

Edited by Paarslaars
Posted
Just now, Paarslaars said:

Going to hold off and get a bit greedy here, my average buy 6400¥, let's see if I get to average down.

 

Going to see what I can sell to free up some cash...

You stand a good chance, the circuit breakers have been popping on the TSE 😉

Posted

Question for the board - with Canadian stock markets being closed today, does anybody remember if US OTC ticker FRFHF trades today?

Posted
Just now, backtothebeach said:

Sure does, current bid-ask 1045-1049, down 3%.

 

I know when I'm panicking on the stock market a newly cashed-up Berkshire and a leveraged government bond portfolio in Fairfax are the first sell buttons I smash!

Posted (edited)
9 minutes ago, gfp said:

 

I know when I'm panicking on the stock market a newly cashed-up Berkshire and a leveraged government bond portfolio in Fairfax are the first sell buttons I smash!

Thats why i loved being in Fairfax the last 2 years. Can enjoy sunshine and really can enjoy the storm 😄  (stock market storm, please no big hurricane xD)

Edited by Luke
Posted
3 minutes ago, valueventures said:

Can't buy anything with Schwab being down. Crazy stuff

I have a second account at a neobroker and they also have huge problems...too many retail traders trading 😄 

Posted (edited)
1 hour ago, valueventures said:

Can't buy anything with Schwab being down. Crazy stuff

 

I've been able to buy. Picked up some OXY and FRFHF

 

edit: Seems I got in before the outage. Can't log in anymore. Lovely...This happens far too often on big trading days. Downright criminal imo. 

Edited by Castanza
Posted (edited)
14 minutes ago, valueventures said:

Can't buy anything with Schwab being down. Crazy stuff

 

 

I cant get into my Fidelity account

 

Seems to be resolved 

Edited by Blugolds
Resolved
Posted

Crazy for me personally to read that some you posting above can't get to your funds on a day like this, if you find it time to act.

 

Personally I've never  really been there, left behind, as customer, this way. 

 

Simply not good enough by the financial institution that leaves you behind, hanging to dry. Be demanding, relentless, ruthless and mercyless.

 

Life is too short for that kind of BS.

 

Best of luck with these issues. 

Posted
48 minutes ago, John Hjorth said:

Crazy for me personally to read that some you posting above can't get to your funds on a day like this, if you find it time to act.

 

Personally I've never  really been there, left behind, as customer, this way. 

 

Simply not good enough by the financial institution that leaves you behind, hanging to dry. Be demanding, relentless, ruthless and mercyless.

 

Life is too short for that kind of BS.

 

Best of luck with these issues. 

 

Yeah that's crazy. If that happened, I'd take my money out of there

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