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

To: Jurgis Bekepuris who wrote (58467)	11/13/2016 1:15:19 PM
From: staring	Read Replies (1) \| Respond to of 79082

UHAL has a negative FCF in the recent years and I don't see growth that justifies it... Moreover, a normalized PE would be greater than the current one... Where do you see the value?

To: Jurgis Bekepuris who wrote (58467)	11/13/2016 2:43:03 PM
From: CitizenKane	Respond to of 79082

AAPL is definitely a value stock. BRK.B is still undervalued. I think WFC is better than JPM. For me, LBTYK is the best Malone's company.

To: Jurgis Bekepuris who wrote (58467)	12/4/2016 4:40:16 PM
From: Jurgis Bekepuris	Read Replies (2) \| Respond to of 79082

My top (>2%) positions in no particular order: FRFHF, BRKB, JPM, Fannie/Freddie prefs, EXOSF, DISCK, ISTB, LSXMA, NOV, TESB.BE, MKL, AAPL In: Fannie/Freddie prefs - bought more, price went up. Out: Fixed income: 5% Cash: 13% Sectors (kinda): Insurance(FRFHF, BRK, MKL): 27%, Malone/media: 14%, Banks/financials: 8%, Oil: 4%, Tech: 3%, Various owner-operators (not included in other categories): 14% New positions: IBKR Positions increased: Microcap G, Freddie prefs, LSXMA, UHAL Positions reduced: Positions eliminated: Flip-flop: Not much activity. Added some Freddie prefs, LSXMA, UHAL. Bought tracking position in IBKR.

To: Jurgis Bekepuris who wrote (58467)	11/7/2017 12:01:33 PM
From: Paul Senior	Read Replies (2) \| Respond to of 79082

International property managers. The three big being RLGY, JLL, CBG are in my basket. RLGY did not have a good quarter. JLL, CBG have been hitting new highs, while RLGY lags. What to do? Perhaps take the gain while it's available (Jurgis Bekepuris selling JLL). I'll hold for a while, but also add to RLGY on presumption given JLL/CBG performance, that there's an opportunity in the stock (revert somewhat) if company can show better results next quarter. finance.yahoo.com