granger

192 Comments

    • The One Buffett Biography Worth Reading [view article]
      Thank you Aug 28 08:21 AM
    • Four New Currency ETFs from Rydex [view article]
      Good stuff, thank you. Aug 28 05:56 AM
    • Buffett: I Was Wrong on Anheuser-Busch [view article]
      I think this shows Buffett's brilliance. He is human. In the face of uncertainty, he acted in the best interest of his shareholders. He put himself in a win/win position. Sell some at the known price and keep a little in case the price goes higher.

      If the deal had fell apart, how would he look. I think he did exactly as he should have.       Aug 24 06:38 PM
    • 4 Tidbits from Third Avenue Value Fund's Q3 Letter [view article]
      I agree completely. I always enjoy any comments from Whitman.

      I have been a long term holder of TAVFX for many years.

      I recently been doing a similar exercise as Whitman. I have been doing some heavy scrutiny of my portfolio. I have been cutting back my number of holdings and concentratin the assets.

      I have been using two criteria of where to park the most capital. One is to individual stocks that have held up well during this entire credit crisis, both fundamentally and technically. Second, is to give capital to proven winners and unique assets.

      Whitman fits the bill of my second ctiteria. During August and July, i have sold off several funds. I have given most of the assets to TAVFX. Almost tripling my positions since the beginning of July.

      Disclosure: my largest fund & ETF positions are AOD, TAVFX, PRPFX and PDP. Largest individual stock positions: DHR, CNI, VFC, SYY, TECH, BWLD, TSCO and RPM.

      What has everyone else been doing.
      Aug 24 10:40 AM
    • 10 Reasons To Look at 10 Oregon Stocks [view article]
      Great stuff, i love you state specifc ideas. Keep the coming.

      Can you explain number 8 to me. What does a revenue mean? what is the investing impact? what are the other 6 states?       Aug 24 08:37 AM
    • 16 Stocks That Are Paying My College Tuition [view article]
      Good stuff. Here are a few from my shopping list PETS and AUTH. (I own both all ready) VFC is another one I am accumulating. Aug 16 10:08 AM
    • Defining a Set of Core Asset Classes [view article]
      Great info as usual. I always look forward to your articles. I have to read them a couple of times (my way of understanding things), but always worth the effort. Thank You Aug 14 01:39 PM
    • 6 South American Stocks Offering Interesting Opportunities [view article]
      SDA maybe Aug 06 12:32 PM
    • Realty Income: Dividend Analysis [view article]
      good stuff as always, thank you Aug 06 04:21 AM
    • A 360 View of Returns (July 2008) [view article]
      Thank you, very helpful. Aug 06 04:05 AM
    • One Bright Spot in the U.S. Property Market [view article]
      I have been a long term holder of MPW. Their future has been and continues to be bright. Please checkyou facts, MPW is much larger than you state:
      "As of June 30, 2008, our healthcare portfolio consisted of 46 properties, of which 43 were facilities that we owned and leased to 14 tenants, and of which the remaining were represented by mortgage loans to 2 operators. In addition, as of June 30, 2008, our healthcare portfolio comprised a total investment of approximately $1.1 billion, with an aggregate of approximately 5.2 million square feet and 4,884 licensed beds in 21 states"
      From SEC filing Form S-3ASR MEDICAL PROPERTIES TRUST INC - MPWFiled: July 11, 2008 (period: )       Aug 04 02:38 AM
    • Changes in Market Cap for Biggest U.S. Companies [view article]
      It would nice to see this overlayed wth some historical comparisions by industry group. For example, what isthe current weighting of each sector in the S&P, what was it last year, then what was it a decade ago and finally what is the historical average. Jul 30 11:20 AM
    • A Deep-Value Retail Strategy [view article]
      Interesting article and stratetgy. Please keep us updated with results from time to time. Jul 25 11:58 AM
    • 3 Portfolios for a Steady Cash Flow [view article]
      Great article.

      I currently user EFR and FCO for my monthly bond income. I also have some exposure to RCS and CHY. From the energy sector I use ERF. In real estate I use IGR.

      These are just a few. I love the monthly income flow. Currently, I am just plowing it back through reinvestment, but can turnthe spickey on at any time.

      Anyone else have some monthly ideas?       Jul 25 09:12 AM
    • 12 Stocks Ben Graham Would Like Here [view article]
      I agree with 1 for sure (but I am biased). I have aggressively accumulated LYTS below 10. Long record of dividend payments and increases, check it out for yourself.

      Thanks for the list, I will review some of the others.       Jul 21 09:22 AM
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