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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (60187)12/12/2017 12:24:20 AM
From: Leo Fisher1 Recommendation

Recommended By
E_K_S

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Ally Financial (ALLY): A bit hesitant due to the lower Return on Total Assets and car loans aspect(if there is a market downturn I am troubled by people defaulting on depreciating assets and a lack of new loans made)


Alphabet: Great Company in many ways but I don't see the margin of safety; some crazy smart kid out there inventing the next best thing scares me too much

Anthem / Applied Materials: margin of safety?

Berkshire: Now? Maybe in 2008 or after Wells Fargo... Speculating on a price increase due to someone death doesn't strike me as sound investing

Delta Air: Hard call; numbers seem to be ok; but I think we must discount for the intensive use of capital and dependency on fuel prices; Berkshire is playing with fire yet again but their entry point was lower than this.

Enterprise Products Partners / Pioneer Natural Resources: Not comfortable paying top dollar for commodity dependent business' ; although I don't know too much about midstream I do believe they can lock in long term prices. Can anyone recommend any good reading on the oil business?

US Foods: Interesting but margin of safety?

Volkswagen. VLKAY - I am still holding strong on VLKPY my entry point was right after the scandal; tough call on the exit point on this one; not too fond of holding capital intensive business' maybe I'll use Berkshires exit out of GM as a guide. I see 21395 in Cash in Euros; but there is also 23020 in payables and 55556 in short term debt... so not really sure what they are talking about.

From what I see alot of these are great business at the right price, but given the high valuations of the market Barron's had to pick something that interests everyone and sells their paper and these meet that criteria:)
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