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

To: Jurgis Bekepuris who wrote (57491)	7/5/2016 11:04:27 AM
From: Paul Senior	1 Recommendation Recommended By Jurgis Bekepuris Respond to of 78659

JLL. I'll take a few shares here too. Apparently, it's the affect of Brexit hitting real estate (esp. British) that is of concern. Company has history of acquisitive growth, and looks reasonable to me at current price. That is, if I assume company will muddle through current turmoil to better times in next few years (and assuming I can hold on). Company could be at a bargain price now (on metrics p/sales, price/stated bv, etc.). Otoh, Brexit actual results are at an early stage, and JLL could easily fall much further. I'll start just a few shares with intent to add more if/as stock continues to fall. Additionally, I'm in for a few shares of competitor CBRE Group (CBG), also tainted apparently with the same issue as JLL. finance.yahoo.com finance.yahoo.com

To: Jurgis Bekepuris who wrote (57491)	7/5/2016 1:42:10 PM
From: Paul Senior	Respond to of 78659

Relating to EXOSF: I'll up my few seed shares a bit now in Fiat Chrysler, FCAU, at current price. finance.yahoo.com

To: Jurgis Bekepuris who wrote (57491)	8/8/2016 12:02:59 PM
From: Jurgis Bekepuris	Read Replies (4) \| Respond to of 78659

My top (>2%) positions in no particular order: FRFHF, BRKB, JPM, EXOSF, DISCK, ISTB, LSXMA, TESB.BE, MKL, AAPL In: Out: Fixed income: 5% Cash: 10% Sectors (kinda): Insurance(FRFHF, BRK, MKL): 29%, Malone/media: 13%, Banks/financials: 8%, Oil: 6%, Tech: 3%, Various owner-operators (not included in other categories): 15% New positions: MCO, BRS 2022 bond Positions increased: Positions reduced: Positions eliminated: PSHZF, SEDG Flip-flop: NTDOY Not much activity. In fixed income, bought some BRS 2022 bond Bought initial position in MCO. After long thinking sold PSHZF position. Sold SEDG as competitive position became unclear with TSLA planning to compete inhouse. They still might do well and might be bought out by someone.