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Strategies & Market Trends : Value Investing
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To: Jurgis Bekepuris who wrote (60708)4/17/2018 7:44:28 PM
From: Spekulatius1 Recommendation

Recommended By
Jurgis Bekepuris

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Largest positions for me (in no particular order) are BRK.B, ENB, FRFH, AXS, SEP, LAACZ, FB. Adds were FB, GOOG, FRFH and CMCSA. I bumped up the FB to ~4% and GOOG to a 3% position. I want to do the same with CMCSA eventually.

I sold GE, BWP and a few odds and ends at a loss. BWP is one that i’d Like to buy back. I am currently in the process of buying a house and selling one too, so while I am in transition, cash in my taxable account is a bit tight.
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