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

To: Jurgis Bekepuris who wrote (56337)	12/10/2015 11:49:51 AM
From: Paul Senior	Respond to of 78634

LBTYK. Following you with a small starting position. A bet that Mr. Malone and the ceo, Mr. Fries, can continue building the company and increasing investor value. finance.yahoo.com

To: Jurgis Bekepuris who wrote (56337)	1/4/2016 12:52:50 AM
From: Jurgis Bekepuris	Read Replies (1) \| Respond to of 78634

My top (>2%) positions in no particular order: FRFHF, BRKB, JPM, LMCA, DISCK, GDWN.L, MKL, AAPL In: Out: Fixed income: 2% Cash: 17% Sectors (kinda): Insurance(FRFHF, BRK, MKL): 28%, Malone/media: 13%, Banks: 6%, Oil: 7%, Tech: 3%, Agri: 0%, Various owner-operators (not included in other categories): 15% New positions: Microcap D, Nanocap E Positions increased: GENGF, NOV, DISCK, CHK bond, BRKB, DNR bond, AAPL, X bond, PRDGF, FNMAG Positions reduced: BNKJF, Nanocap A Positions eliminated: TDY, GTE, HAL, VRX, CFX Flip-flop: December is a good month to clean portfolio. Sold TDY - small position not cheap enough; CFX - small position, decided that it was not very attractive for long term hold. Sold remainder of VRX - decided to eat popcorn from sidelines. In energy space sold GTE, HAL, reduced BNKJF. Added GENGF, NOV, CHK bond, DNR bond. Added some DISCK, BRKB, AAPL, X bond, PRDGF, FNMAG. Adds mostly based on prices, no new thoughts or insights.