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Recs

4

Cause for Concern with NOV Inventory Levels?

March 27, 2015 – Comments (2) | RELATED TICKERS: NOV , DNOW

I'm guessing like most NOV investors, I'm wondering a bit what the next few quarters are going to hold.  Profits will take a hit, but just how bad?  [more]

Recs

4

90% upside for shares of Eagle

March 25, 2015 – Comments (3) | RELATED TICKERS: EGLE , SBLK

Star Bulk Shipping, a big holding of Oaktree Captial (Howard Marks), has been a very active company over the past year.    [more]

Recs

6

If you think that "stocks are expensive" you might not be looking hard enough

March 19, 2015 – Comments (1) | RELATED TICKERS: WOR , USTR

It seems like every day in my news feed I get another headline saying that stocks are expensive.  (I think the S&P 500 is going for about 18x earnings right now)  But, it goes without saying, that not all stocks are expensive.  You never know what you’ll find when you go bargain hunting.  [more]

Recs

5

Aligning my portfolio with the "Superinvestors" - Sitting on too much Oil

February 19, 2015 – Comments (2) | RELATED TICKERS: XOM , BP , LUKOY

Ever since I found the Dataroma/Superinvestors website about a year ago, I eagerly await each and every quarterly update to see who is buying and selling what.  The site tracks investors like Buffett, Gayner, Watsa, Mecham, Klarman, Pabrai, Marks, Ackman, Einhorn, Icahn, Munger, Pzena, and Chou.  The site provides holdings and changes for each manager, individually, and the site also compiles the superinvestors’ portfolios and tracks the “Grand Portfolio.”  It’s quite valuable for people that want to clone really good investors and get a sense of what the “whales” are doing.  I tend to have a lot of overlap with them collectively…mostly because I actively try to.  [more]

Recs

5

I'll admit it: I'm probably going to unload my POSCO stake at a loss

February 09, 2015 – Comments (7) | RELATED TICKERS: PKX , GGB , TX

So, it seems that Munger has written off POSCO, and has pared his portfolio down to only 3 stocks (all financials).  [more]

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