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Gold/Mining/Energy : Imperial Metals (IPM.T)
IPM 1.9700.0%3:59 PM EDT
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To: Paul Senior who wrote (1351)2/7/2014 3:56:12 PM
From: refugee investor  Read Replies (1) of 1366
 
Hi Paul,

I wonder sometimes if I would not be better off putting money directly with the managers (like FPA and Fairholme) instead of trying to copy their cheapest ideas, which is what it sounds like you are doing as well.

DO sounded like a pretty good idea…hate to recommend anything directly, but what about Berkshire? I think it is pretty cheap now. The price has gone up a lot, but not nearly as much as the intrinsic value.
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