bhughes1001

Boards Post

bhughes1001 replied to the Value Hounds board. 3:26 PM

Re: Adding to this list

Top two -

The following are all close to each other, each between 4-5% of my portfolio.

KMI
BRK-B
MKL
BAM
SBUX

Excludes a 403b type of account through my employer invested VG mutual funds.

BH

Boards Post

bhughes1001 replied to the Foolish Collective board. 7:35 PM

Re: Trading closes in 2 hours and AUGT is up 20%

Well, there certainly appears to be some pumping going on.

Boards Post

bhughes1001 replied to the Falling Knives board. 6:20 PM

Re: ULTA

There is some uncertainty with the resignation of the CEO, as well as the CFO I believe. The CEO took a lucrative position as CEO of Michael's, so I'm not sure a big reaction was warranted.

They gave reduced guidance, and it took a big hit [more]

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bhughes1001 replied to the GGS: Brookfield Asset board. 10:20 PM

Re: BAM news

I'm not concerned. I have a lot of faith in this company.

BH

Boards Post

bhughes1001 replied to the Berkshire Hathaway board. 12:24 AM

Re: The Horrors of MCD!!!

I own both companies and am a customer of both, although I do try to keep my MCD consumption to a minimum. I like most of the people I run into both places.

What a judgmental, negative post on your part.

Boards Post

bhughes1001 replied to the Berkshire Hathaway board. 10:37 AM

Re: Elephants,

National Oilwell Varco - NOV

Wide Moat, Great Leadership, Undervalued.

Market Cap 28.6B

I believe BRK has a position.

BH

Boards Post

bhughes1001 replied to the Dividend Growth Investing board. 5:45 PM

Re: Reinvesting dividends

I own a mix of the three groups, and I agree that there is the potential to find some gems among the challengers and contenders. I do a lot of my fishing there.

Companies with room to grow that have already proven their capacity and [more]