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

To: Jurgis Bekepuris who wrote (55617)	7/4/2015 6:05:21 PM
From: Graham Osborn	Read Replies (1) \| Respond to of 78627

Thanks Jurgis, I intend to scrutinize these carefully. Having burned through a pile of net-nets my next task is to try and find a few decent banks/ insurers. Congrats on the buy on BNKJF, hope it works out well for you. I have a limit order in at 2.30 and I'm really (really) hoping it gets down to 2.00-2.10. No matter for the investor with time frame 1-2 years I expect. There was a nice article a few days ago in WSJ noting how federal regulators have noted bank overexposure to O&G with poor credit ratings. If we stay quasi-60 and credit tightens I'd imagine some sector-wide discounting will ensue. With bets like BNKJF and TGA this should just be a buying opportunity. That's my hope anyway. Happy 4th! Graham

To: Jurgis Bekepuris who wrote (55617)	7/6/2015 9:44:01 AM
From: Graham Osborn	Read Replies (1) \| Respond to of 78627

LOOK AT BRENT! My first tranche of limit orders hit at the open, picked up about 5k worth of BNKJF, TGA. Hoping to buy another sizable chunk of these later in the day depending on the level of panic selloff (or absence therein).

To: Jurgis Bekepuris who wrote (55617)	8/6/2015 12:22:59 AM
From: Jurgis Bekepuris	Read Replies (3) \| Respond to of 78627

My top (>2%) positions in no particular order: FRFHF, JPM, BRKB, LMCA, TESB.BE, STRZA, GDWN.L, MKL, In: Out: SFY bonds, SFTBY, FRMO, LBTYA/K - price drops Fixed income: 1% Cash: 28% Sectors (kinda): Insurance(FRFHF, BRK, MKL): 21%, Malone/media: 10%, Banks: 5%, Oil: 7%, Tech: 2%, Various owner-operators (not included in other categories): 16% New positions: NVAFF Positions increased: BRKB, Nanocap A, BNKJF, NOV, PWE, DNR, CHK, LILA, CLKFF, AAPL Positions reduced: Positions eliminated: DRAGF Flip-flop: Most of the activity this month was buying oil cos as both oil and prices dropped: BNKJF, NOV, PWE, DNR, CHK Sold DRAGF based on parent's tender offer. Added some CLKFF Added a bit of AAPL Opened exploratory position in NVAFF. Added more BRKB. Added a tiny bit of LILA while converting LILAK to LILA.