toadhall’s Activity

Today

NL

Boards Post

toadhall replied to the Macro Economic Trends and Risks board. 4 hours ago

Re: Europe biggest threat

Their children will be blowing themselves up in our schools.

Hey. Our children seem to be blowing up anything they want and killing off law enforcement on a daily basis.

Makes me wonder why we have this curious need [more]

NL

Boards Post

toadhall replied to the Berkshire Hathaway board. 8:47 AM

Re: Wow, $129.50 on the B's and dropping.

Except it is a safe harbor in a storm.

Value Line (as of this week)agrees.

Timeliness Raised to 1 as of August; Safety still 1 ; Technical Raised to 2 yesterday.

Seem to like the PCP deal as well.

A [more]

Yesterday

NL

Boards Post

toadhall posted to the Berkshire Hathaway board. 7:28 PM

MKL

We still have a decent long-held position. Haven't lightened up, and (presently) see no reason to raise cash, but I'm debating whether to move a bit over to BRK to balance.

The good news (other than the cash) is the weekend, though I have [more]

NL

Boards Post

toadhall posted to the Berkshire Hathaway board. 9:36 AM

Wittgenstein

Whereof one cannot speak, thereof one must remain silent...

Based upon his investing performance thus far in 2015, I hereby declare that he should be silenced.

I'll take over his TMF activity henceforth, and hope for the [more]

Wed Sep 2

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Boards Post

wittgenstein posted to the Berkshire Hathaway board. 11:23 AM

CBI

Bought some this morning...has now become more obvious to me that sort of like BIP, CBI is being penalised for being in the doomed business of energy infrastructure.

[more]

Tue Sep 1

NL

Boards Post

wittgenstein replied to the Berkshire Hathaway board. 12:00 PM

Re: Prices falling...

we are still in an overpriced market, and my preference is for things with downside protection, like Walmart, or Berkshire, or maybe Apple,

I'm still hoping for a lower price on my favorite infrastructure investment.

[more]

Mon Aug 31

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Boards Post

wittgenstein replied to the Berkshire Hathaway board. 6:42 PM

Re: Poll: Market movement

.it's interesting to remember the fact that the system really did almost break, and that concern was perhaps not entirely unfounded.

A great observation. That helps me keep in mind that a lot of asset managers to whom market watchers [more]

NL

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wittgenstein posted to the Real Estate Inv. Trusts: REITs board. 8:20 AM

not so OT: BIP

It's Monday Morning and though markets will be opening, I think it might be better for me to spend my time on research than stock-shopping

So this morning I learned that Value Line, which has covered Brookfield Asset Management for some [more]

Sun Aug 30

NL

Boards Post

wittgenstein replied to the Macro Economic Trends and Risks board. 9:51 AM

Re: Tim: Opinion Please

nobody every changes anyone's mind anyway.

True. That's why the term "Asylum" applies. Of course... wouldn't be true here

jz

NL

Boards Post

wittgenstein replied to the Macro Economic Trends and Risks board. 8:26 AM

Re: Tim: Opinion Please

O goody. That BS about "no politics on METAR ist kaput.

jz

Sat Aug 29

NL

Boards Post

wittgenstein posted to the Macro Economic Trends and Risks board. 5:46 PM

OT: How to save money on home protection

http://www.city-data.com/forum/frugal-living/2281557-frugal-...

On reflection, I can imagine a few problems, but it might be a workable [more]

Thu Aug 27

NL

Boards Post

wittgenstein posted to the Macro Economic Trends and Risks board. 9:14 AM

An opinion on China

http://www.bbc.com/news/business-34059971

Of course it must be kept in mind that his company has dozens of subsidiaries in China, so maybe he has to like it!

[more]

Wed Aug 26

NL

Boards Post

wittgenstein replied to the Real Estate Inv. Trusts: REITs board. 2:35 PM

Re: STAG

My only STAG position is in the 6 1/2% preferred. A look at the website did give a view of the Real Estate experience of the principals.

I had a generally good impression...the only exception to which was that one of the folks was involved [more]

Tue Aug 25

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Boards Post

wittgenstein replied to the Real Estate Inv. Trusts: REITs board. 7:57 AM

Re: REIT Preferreds: Narrow Fire Exits

Understand the seller that gets taken to the cleaners gives the buyer a wonderful deal.

Your range table sure tells the story, Yoda.

Since we tend to be very long term holders,when we get a great deal on entry, we continue [more]

Mon Aug 24

NL

Boards Post

wittgenstein replied to the Berkshire Hathaway board. 6:05 PM

Re: Prices falling...

Two day old post.....but annoyance remains...What iI do find annoying is media like CNBC making a huge deal over any index reaching a new round number. That is why I believe WEB shares this little piece of arithmetic, to show how ridiculous these [more]

Sat Aug 22

NL

Boards Post

wittgenstein replied to the Falling Knives board. 9:06 AM

Re: FKA: SAN

At this point, still seems a good, albeit somewhat boring stock - sometimes a good thing since you can (almost) buy it and forget it.

SAN is a favorite of mine. Have held a position since representing them many years ago, and if, as I [more]

Fri Aug 21

NL

Boards Post

wittgenstein replied to the Berkshire Hathaway board. 4:37 PM

Re: Prices falling...

Sitting here in Maine with Ellie (my poor disgruntled Doberman who wants to go out in the pouring rain) and wife who says I should be concerned about this repricing. It seems this is the beginning of what Jim has been warning about for many [more]

NL

Boards Post

wittgenstein replied to the Value Hounds board. 11:56 AM

Re: Poll: Death Cross

I don't even know why you all are arguing or even paying attention to this stuff...
didn't you all "sell in May and go away??"


apparently not...

...but the ways in which folks incur risk are many, and the [more]

Wed Aug 19

NL

Boards Post

wittgenstein replied to the Value Hounds board. 7:03 PM

Re: Broad market looking weak

What this suggests to me is that we are in for more selling than just today.

Seems to me it's all about which stocks and which prices. I've made a list of companies I want to own and don't have enough of. At a great price, I will part [more]

Tue Aug 18

NL

Boards Post

wittgenstein replied to the Real Estate Inv. Trusts: REITs board. 6:04 PM

Re: You MUST use limit orders!!!!!

. When I can write a post that will potentially help someone else AVOID making the same mistake, I try to do that. Before I started posting about using limit orders, I failed by using market orders a few times. Brain dead in hindsight, but [more]

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Big gold star, 5000 posts Old School Fool
Board Posts 5791
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