jaroman’s Activity

Sun Feb 15

NL

Boards Post

jaroman replied to the Value Hounds board. 6:37 PM

Re: A preview of SFL

A million thanks, Hohum.

Fri Feb 6

NL

Boards Post

jaroman replied to the Real Estate Inv. Trusts: REITs board. 4:08 PM

Re: What market sickness hit the REIT's today?

I think it is "interest rate" fears.

Tue Jan 20

NL

Boards Post

jaroman replied to the Real Estate Inv. Trusts: REITs board. 6:56 PM

Re: What About VTR

I just remember Ralph saying he would buy it at $66.
BTW, I have been thinking the same as you.....

Sat Jan 17

NL

Boards Post

jaroman replied to the The BMW Method board. 8:09 PM

Re: It's hard to be a lurker when

I can only say what I am thinking/doing.

I am going to add slowly to my long major oil holdings in the March/April time frame (RDS.B, COP)

Last week I trimmed my KMI before earnings and like you, took some greater than 15% profit. [more]

Thu Jan 15

NL

Boards Post

jaroman replied to the The BMW Method board. 2:39 PM

Re: It's hard to be a lurker when

, I'm going to sell when they gain approx. 15%

And what if they don"t?

Wed Jan 14

NL

Boards Post

jaroman replied to the Berkshire Hathaway board. 12:49 PM

Re: OT: oil and oil companies

It seems one needs to see a chart like the XOM:WTI (shocking, btw) for something like CVX and a straight refiner, say VLO.

Mon Dec 22

NL

Boards Post

jaroman replied to the Dropout's Den board. 3:05 PM

Re: GILD

Problem as I see it- what if/when will the other PBMs follow suit?

Fri Dec 12

NL

Boards Post

jaroman replied to the Berkshire Hathaway board. 3:30 PM

Re: OT: Mining Companies

They are definitely in the worst businesses at a very bad time.
But that's the thing; it goes in cycles. Patience and a strong stomach.
They are one of two of the lowest iron ore miners in the world and good capital allocators.
I will add [more]

Wed Dec 10

NL

Boards Post

jaroman replied to the Macro Economic Trends and Risks board. 3:36 PM

Re: ERF now yielding 10 percent

Nope, still bleeding.

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Boards Stats & Trivia

Two stars, 250 posts Old School Fool
Board Posts 414
Recs Received 331
People who have rec'd these posts 211
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