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Recs

6

Skate to where the puck is going to be (10x Pre-Tax Earnings)

January 23, 2015 – Comments (1) | RELATED TICKERS: SBUX

I finally got a copy of Poor Charlie's Almanac over the holidays.  About a tenth of the way into the book, there is an image that reads the following:  [more]

Recs

2

Walter Schloss keeps it simple for investors

January 14, 2015 – Comments (0) | RELATED TICKERS: TCK , LUKOY

“Use book value as a starting point to try and establish the value of the enterprise.  Be sure that debt does not equal 100% of the equity.”  [more]

Recs

6

So you want to buy an O&G stock - but which one?

January 06, 2015 – Comments (4) | RELATED TICKERS: SU , XOM , BRK-B

Investors looking to find opportunities in the O&G industry are likely finding themselves a bit overwhelmed right now.  High quality O&G plays like XOM, CVX, COP, and RDS offer safety amidst uncertainty.  Cheaper options such as BP, APA, and LUKOY are trading at historically low valuations, but have quite a few red flags that could steer people away.  If you want to invest in O&G now, how do you choose which investment to take?  [more]

Recs

6

ExxonMobil - not the cheapest supermajor, but it's still the best.

January 06, 2015 – Comments (2) | RELATED TICKERS: XOM , BP , LUKOY

Four months ago, a mere 2% of my personal portfolio was devoted to energy stocks.  My sole holding was a stake in ExxonMobil that I purchased in 2010.  Fast forward to today, and my portfolio is 13% energy holdings, including new positions in BP and LUKOY.  [more]

Recs

1

Gerdau is the best steel investment right now

December 12, 2014 – Comments (1) | RELATED TICKERS: GGB , PKX

A holding of Pabrai’s that has caught the attention of quite a few value investors (including me) over the past year or so is POSCO (PKX). POSCO has been a Buffett (BRK) and Munger (DJCO) holding for a while and has recently become a holding of Guy Spier as well.  A lot of big name value investors are on board.  [more]

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