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

To: staring who wrote (57959)	9/11/2016 9:30:58 PM
From: Shane M	Read Replies (2) \| Respond to of 78954

Hi staring, thanks for sharing ideas. Of what you list I am long BRK.B and TRV. Re: TRV, I agree this is a reasonably priced, stable and operationally sound insurance company that pays a decent dividend. I'm fairly familiar w/ P&C insurance industry, and when I compared many of the companies TRV stood out as the best value for what I'm looking for. (Chubb used to be my favorite, but not sure what happens w/ them after Ace buyout - hopefully the culture survives). I'm keeping an eye on some deterioration in loss performance here w/ TRV recently, but historically they've made good decisions with how to manage their risks. I've placed this in a taxable account, so I view it as a longer term hold that generates some div income. I've been long a couple of your refiners VLO and WNR in past, but sold and have determined to stay away due to high gasoline levels and the exporting of oil removing one cost advantage they had w/ captive oil. In the end, I realize I probably don't understand the dynamics of the business well enough, so have stepped aside for time being.

To: staring who wrote (57959)	9/12/2016 3:38:21 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78954

Staring, I have several stocks on your list. Don't have Delta. I have regrets with positions in AAL, UAL though. And I too would like to get out in decent terms. Similarly with BKE and BBBY. Maybe BKE can find the right apparel/accessories to recapture some of the teenage market. I have my doubts, but I continue to hold shares. Maybe BBBY can survive Amazon. I'd like to see the stock recover at least to my buy price, but I don't see it happening. I hold VLO and PSX. YARO. I hold. Looking for a reversion-to-mean. BRK.B I am still with it. WRLD. Another long-held loser for me. Government crackdown on its lending practices. Otoh, low p/e. Maybe a value trap. SWKS. Holding on to my losing position. Your timing on stocks or valuation thereof seems far better than mine -- at least with several stocks here in your list. INTC. AAPL. I continue to hold. WLK. I continue to hold a recent starting few shares. GMLP. I'll discuss in separate post. BABA. I like it and own some shares. (I shop at BABA site.) Not a value stock for me.

To: staring who wrote (57959)	9/13/2016 4:58:40 PM
From: Paul Senior	Read Replies (2) \| Respond to of 78954

GMLP. Staring, you may have read the recent discussion here about ng and pipelines. SE, for example, with pipelines from Houston up to New York, etc. I'm interested in ng/lng though that's going to be exported. We (USA) seems to have lots of ng and world demand seems like it could use our lng if we could get it to other countries at a reasonable price. So I am looking at companies that compress the stuff and ship it. There are two companies that I found that I'm interested in Golar and Teekay. (There might be others - these are the ones I've seen though.) There are two issues I'm having with these companies. First, some of the stocks took a severe beating earlier this year. They've come back up now. I wonder if buying/holding at this point is too late. Or too risky, that they might fall back yet again. I don't understand the situation well enough. Which is the second issue: These companies are split into general partner and other company(companies), and I don't seem able to have patience/skill/determination to wade through all the details to see which part owns what, what the financial relationships are, and which have the better prospects vis-a-vis shipping natural gas. GLNG is teaming up with Schlumberger in a joint venture, so that's a positive for GLNG future prospects, in my view. "The objective of the project is to help monetize natural gas reservoirs that are categorized as stranded. Basically, they are significant resources, but not large enough to justify large, stationary LNG facilities." You have GMLP. That has a great distribution. I have GLNG (a few shares, losing position) I have TOO, TOO-pb, and am watching TGP. I'm betting as more ships are fitted for lng and put on long term contracts (which I hope happens), the stocks will improve. This might be a 2018 play. If anyone else here is following Golar or Teekay (or other lng carriers) and has an opinion regarding any of the stocks mentioned, I would like to hear it. ca.finance.yahoo.com