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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: Paul Senior who wrote (47188)3/26/2012 11:33:06 PM
From: Sergio H  Read Replies (2) | Respond to of 78998
 
Insiders in DG have an exit strategy but Buffet is holding on. Here's an article on Buffet's perfomance, not including DG.

seekingalpha.com

Buffett buys for the long haul and holds.

Looking at Texas banks CFR looks very good. Have you looked at TCBI? Despite the run up and no dividends, the numbers look attractive.



To: Paul Senior who wrote (47188)9/8/2012 1:43:03 AM
From: Paul Senior  Respond to of 78998
 
Banks. Decided I prefer Wells Fargo over Cullen Frost. Sold CFR at small loss. Added just a little to my too-few shares of WFC.