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Strategies & Market Trends : Value Investing

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To: Jurgis Bekepuris who wrote (60371)	2/11/2018 8:57:49 PM
From: Spekulatius	Read Replies (4) of 78748

largest positions for me are ENB complex (EN, SEP, EEQ) MNPP (real estate in NYC etc) BRK.B, AXS, RE (a Bit Fairfax)- insurer WPZ, WMB, BWP- pipelines, MLPs GRVO. PA (selling this one down) recent buy/ads were: ENB, SEP, GE (ouch!) and Fang stocks GOOG and FB My intent is to increase exposure to fang stocks FB and GOOG on weakness which I think are cheap.

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