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

To: Spekulatius who wrote (56089)	9/25/2015 1:18:30 PM
From: Grommit	Respond to of 78817

> I find myself being less involved in the market than I used to be and consequently post less. me too. i keep looking, trying to find stocks better than what's in my portfolio, and i occasionally find something, but nothing that causes me to move from my current wimpy allocation. 33% pref stocks, 50% nice reits, 6% utilities, x% real stocks. i was 50% energy in 2006-7; 0% energy now. (I am less involved meaning 'less active trading', but i still waste a lot of time reading.) > I feel that it's harder now and the market is more driven by macro and macro trends my best picks were macro picks, not individual stocks. the 2 that come to mind were loading up on energy right as peak oil theory was getting popular and oil was $25. I loaded up on the day that a peak oil article hit the front page of the NYT. the other was loading up on reit pref stocks when they were trading at $10 -$15 during the 2nd depression. thanks paul -- same to you. PS - dumped GILD at $104+ 1/2 yesterday and 1/2 the day before.

To: Spekulatius who wrote (56089)	9/25/2015 1:58:39 PM
From: Jurgis Bekepuris	Read Replies (2) \| Respond to of 78817

Right. I am moving in that direction too, although so far unsuccessfully. Well, maybe partially successfully. 24% of portfolio in BRK/FFH/MKL, 11% in Malone, another 16% in other owner operators (hopefully forever holds), so about 56% in forever holds. Also have some money managed by someone else. Oil cos and various crap are still keeping me in the market (and losing so far). BTW, no offense to people here, but this board gives a very sheltered impression of the value investor universe. While I was posting/reading here, I thought I was "good". When I went to CoBF... whoa. There are people there who are leagues in front of anything I've done in terms of valuation, understanding businesses, etc. Well, Paul Senior will say that this doesn't matter. Perhaps he's right. But overall, with all respect to SI, if you want to make it, go to CoBF and don't look back. Well, actually come back to support this board out of kindness. It would be nice to have it continue.