buyandwin’s Activity

Sat Aug 4

NL

Boards Post

buyandwin replied to the Berkshire Hathaway board. 11:23 PM

Re: Apple shares

FWIW, these are mutually exclusive issues. There is plenty of cash for APPL purchases and BRK buybacks. Buffet, for whatever reason did not pursue the latter.

Actually your last sentence is the answer---For whatever reason Buffett did [more]

NL

Boards Post

buyandwin replied to the Berkshire Hathaway board. 10:40 PM

Re: Apple shares

Mr Commoncents:

Ahh...thank you!

That kind of silliness is exactly why Apple is available to Berkshire--and me--at reasonable prices. And why Apple will continue to be able to buy back enormous amounts of stocks at reasonable
[more]

NL

Boards Post

buyandwin replied to the Berkshire Hathaway board. 8:08 PM

Re: Apple shares

At end Q2, Berkshire owned $47.2bn worth of Apple stock, from page 11 of the Q2 report.
Apple's share price at end Q2 was $167.78, implying Berkshire owned about 281,320,779 Apple shares at that time. Give or take a few : )

[more]

Sun Jul 29

NL

Boards Post

buyandwin replied to the Real Estate Inv. Trusts: REITs board. 4:59 PM

Re: GGP and Brookfield

Sorry. It’s in an IRA.

I don’t see holding BPY. I’d rather do BAM instead. So I’m going to sell either way.


it might not be as easy as that. You have Brookfield, who I would consider a knowledgeable investor ready to put [more]

NL

Boards Post

buyandwin replied to the Real Estate Inv. Trusts: REITs board. 3:03 PM

Re: GGP and Brookfield

You didn't say--so i'm asking-- If you receive cash --will it be a taxable event for you? If you receive stock , will it be considered a non-taxable event? If you take as much stock as possible would you be willing to remain a stockholder in [more]

Sat Jul 28

NL

Boards Post

buyandwin replied to the Retirement Investing board. 4:42 PM

Re: More '4% rule' Bashing

One can certainly look back in history - and look forward to what normal inflation will do to the time you retire. SO yes, you have good probability to figuring it out from today's expenditures.

Does this include the increasing [more]

Tue Jul 24

NL

Boards Post

buyandwin replied to the Ares Capital Corporation board. 8:29 PM

Re: New BDC Buzz ARCC Analysis

Carl:

Thanks for posting.

b&w

Mon Jul 23

NL

Boards Post

buyandwin replied to the Berkshire Hathaway board. 3:18 PM

Re: Effects of Buybacks on BV

So, I speculate that in your hypothetical situation, after a few years the firm would be valued rationally based on intrinsic value derived from EPS, not book.

If you buy back and cancel enough shares to soak up excess float the [more]

Sun Jul 22

NL

Boards Post

buyandwin replied to the Berkshire Hathaway board. 11:18 PM

Re: From the General to the Specific

Hi Jim:



Here is a link to the Original 1888 TPL Trust Document

[more]

NL

Boards Post

buyandwin replied to the Berkshire Hathaway board. 10:16 PM

Re: From the General to the Specific

NOBODY IS FORCED TO DRIP BY ANY COMPANY.

I personally like to and many times I do.

Other people don't like to drip---that's great for them

It's not my business what others do. And it isn't their business [more]

NL

Boards Post

buyandwin replied to the Berkshire Hathaway board. 10:11 PM

Re: From the General to the Specific

Oh, it works.
It just destroys value, so it doesn't work that well.


Mr Jim: That's your opinion and I respect it. --

I know your opinion is not right for me, even though it could be right for [more]

NL

Boards Post

buyandwin replied to the Berkshire Hathaway board. 9:47 PM

Re: From the General to the Specific

Yes, somthing can seem reasonably priced if it is liquidating itself, paying out a significant part of its operating capital every year, and if that is compared to the profit of another firm. The GNI example is a good one, and I remember some [more]

NL

Boards Post

buyandwin replied to the Berkshire Hathaway board. 5:07 PM

Re: Poll: What will stop current economic expans

What is your best guess to long term drivers of growth?

"Best Guess" or "Only Guess"

There is $120 Billion cash available to spend Plus $1+ Billion cash a week coming in. Buffett has won the game. The [more]

NL

Boards Post

buyandwin replied to the Berkshire Hathaway board. 4:09 PM

Re: From the General to the Specific

"(there's nothing that destroys wealth more reliably than a DRIP)"

I don't believe that to be true. I've used drips most of the time in my 15 years of retirement. I have no other income than minimal SS ---So I [more]

NL

Boards Post

buyandwin replied to the Berkshire Hathaway board. 3:43 PM

Re: From the General to the Specific

Over the last 100 years they have sold off 75% of their original holdings, if this pace continues the trust will be wound up in 18 years (according to my quick math which is probably wrong).

I would never say you are [more]

NL

Boards Post

buyandwin replied to the Berkshire Hathaway board. 12:14 PM

Re: From the General to the Specific

As one whose portfolio is heavily weighted with Berkshire shares, I'm far more interested in what this means for the expected value of Berkshire shares than I am in general concepts and definitions of buybacks, and would love to hear [more]

Sat Jul 21

NL

Boards Post

buyandwin replied to the Retirement Investing board. 1:19 PM

Re: VIMSX: Am I missing something?

Sometimes I think I understand investing, and other times I feel like I must not know anything. I got to poking around looking at my portfolio today. One of my investments is VIMSX, Vanguard's mid-cap index fund. Poking around looking at [more]

Thu Jul 19

NL

Boards Post

buyandwin replied to the Dividend Growth Investing board. 8:55 PM

Re: Very disturbing thread for MLP owners....

Hi Murpf:

You sound like a real nice guy and I'm really trying to help.If you want--look it up on Google or consult with a knowledgeable tax advisor Or just pay it and forget it . . I don't know the answers to your questions and I [more]

NL

Boards Post

buyandwin replied to the Portfolio Management board. 4:43 PM

Re: Right number of stocks

Numerous studies have shown that once you own around 20 stocks, you've achieved enough diversification to lower your volatility enough to roughly match the volatility of the large indexes, so you don't need a hundred-plus stocks to achieve [more]

NL

Boards Post

buyandwin replied to the Dividend Growth Investing board. 2:44 PM

Re: Very disturbing thread for MLP owners....

Now, this conversation get more interesting to me. I need to re-read the full thread. In the meantime, quickly scanned the 2015, 2016, and 2017 K-1s and see that BIP has reported ZERO UBTI. Hopefully I will have no issues.

I'm [more]

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