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Strategies & Market Trends : Value Investing
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To: Spekulatius who wrote (58448)11/11/2016 6:25:34 PM
From: Spekulatius  Read Replies (1) of 78920
 
Sold AXS @$61, JPM @76, WCC@61.35, Vale @$8, NN.AS @€29.4. - basically taking advantage of the interest rate / bank and infrastructure rally.

Bought some FRFHF (Fairfax), which has come down in price to about 1.2x Book (if my math is correct). I also bought a small ~1.5% position in Fairfax, because I don't understand the company all that well yet.
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