Packer16 Posted January 15, 2014 Share Posted January 15, 2014 Does anyone have good names for these types of companies. I have not been to concerned about taxes because I have been investing in tax advantaged accounts but I have some folks I am giving recommendations to that have taxable accounts. I guess the benchmark here is BRK and FFH. Packer Link to comment Share on other sites More sharing options...
obtuse_investor Posted January 15, 2014 Share Posted January 15, 2014 I'd include MKL in that list. MKL is more tax efficient than FFH because they don't write dividend cheques. Link to comment Share on other sites More sharing options...
gfp Posted January 15, 2014 Share Posted January 15, 2014 KMR is pretty tax efficient. Link to comment Share on other sites More sharing options...
racemize Posted January 15, 2014 Share Posted January 15, 2014 I like: BRK, MKL, FFH, BAM, LRE(maybe, lots of dividends), FRMO (high price now), LUK (although change in business due to switch over to handler). Then there's the BH, GLRE, TPRE, L, and I'm missing one that starts with an A I think. That's most of what I can think of. Probably best to ask Gio. Link to comment Share on other sites More sharing options...
buylowersellhigh Posted January 15, 2014 Share Posted January 15, 2014 Does anyone have good names for these types of companies. I have not been to concerned about taxes because I have been investing in tax advantaged accounts but I have some folks I am giving recommendations to that have taxable accounts. I guess the benchmark here is BRK and FFH. Packer Packer, Would love to hear which ones you consider to be good compounders in a taxable account. I think PRAA will fit the bill and will continue to grow nicely. Love the management team there. BLSH Link to comment Share on other sites More sharing options...
jay21 Posted January 15, 2014 Share Posted January 15, 2014 Packer, for some reason I think you would like the Malone type companies because of your familiarity with cable/telco/media. DTV, Starz, Discovery, and all the Liberties should be considered. Although, you probably think they are expensive based on comps. I'm starting to get very interested in DTV. I like BRK, MKL, and LUK (although LUK pays a dividend). Race listed a bunch of others that people like. I'm interested in any thoughts you have on the companies listed. Also a few I am looking at: TDG, DHR, POST, CFX, DVA, Link to comment Share on other sites More sharing options...
giofranchi Posted January 15, 2014 Share Posted January 15, 2014 I would include also BH, ALS, LMCA, VRX, ENDP, TDG, GLRE, TPRE, and BAM. I know people disagree with me, but imo LRE fits the lot too. LRE is simply the most tax efficient special dividend paying company that I know of. It is amazing how much of the dividend received I get to reinvest! :) Gio Link to comment Share on other sites More sharing options...
giofranchi Posted January 15, 2014 Share Posted January 15, 2014 Ah! Ok! I hadn’t read all those previous posts… But, of course, Packer already knew all this! ;) Gio Link to comment Share on other sites More sharing options...
constructive Posted January 15, 2014 Share Posted January 15, 2014 DTV, LUK, JSHLY Link to comment Share on other sites More sharing options...
giofranchi Posted January 15, 2014 Share Posted January 15, 2014 JSHLY I have no investment in Jardine Strategic right now, but I do think it is a good choice. :) Bidvest too, but you better ask Ross! ;) Gio Link to comment Share on other sites More sharing options...
giofranchi Posted January 15, 2014 Share Posted January 15, 2014 Kennedy Wilson is among the very best in real estate. :) Gio Link to comment Share on other sites More sharing options...
cubsfan Posted January 15, 2014 Share Posted January 15, 2014 Then there's the BH, GLRE, TPRE, L, and I'm missing one that starts with an A I think. Starts with "A" - maybe Alleghany - which is Y? Link to comment Share on other sites More sharing options...
racemize Posted January 15, 2014 Share Posted January 15, 2014 Then there's the BH, GLRE, TPRE, L, and I'm missing one that starts with an A I think. Starts with "A" - maybe Alleghany - which is Y? Yep, that was it! Link to comment Share on other sites More sharing options...
jay21 Posted March 6, 2014 Share Posted March 6, 2014 I'm interested in any thoughts you have on the companies listed. Bump. Any thoughts to share so far? I thought you mentioned off hand that you may have purchased a "compounder" Link to comment Share on other sites More sharing options...
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