Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Jurgis Bekepuris who wrote (61531)	12/11/2018 2:27:28 PM
From: Paul Senior	1 Recommendation Recommended By Jurgis Bekepuris Read Replies (1) \| Respond to of 78705

FDX. Also increasing my small position. P/e under 10 is unusually low for this company. Company still seems to be growing (revenue increases every year since 2010).

To: Jurgis Bekepuris who wrote (61531)	12/28/2018 4:28:17 PM
From: Paul Senior	1 Recommendation Recommended By Jurgis Bekepuris Read Replies (1) \| Respond to of 78705

AAPL. Added a few shares today. Low p/e; high roe. Forward p/e per Yahoo analysts average = 10x. Seems low to me. Coulda/shoulda/didnt buy a few days ago at lower price, but did not. Still, am buying now below Mr. Buffett's price.

To: Jurgis Bekepuris who wrote (61531)	1/7/2019 1:43:53 AM
From: Jurgis Bekepuris	Read Replies (1) \| Respond to of 78705

My top (>2%) positions in no particular order: BRKB, FRFHF, FB, JPM, LSXMA, ISTB, EXXRF, DISCK, MKL, AAPL In: Out: Fixed income: 6% Cash: 8% Sectors (kinda): Insurance(FRFHF, BRK, MKL): 24%, Malone/media: 16%, Banks/financials: 9%, Cars: 0%, Oil: 0%, Medical/pharma: 1%, Tech: 14%, Various owner-operators (not included in other categories): 12% New positions: Positions increased: AAPL, IPGP, FB, BRKB, FDX, CTL bond, DIS, RHT Positions reduced: Positions eliminated: PONAX, CARS, TVPT Flip-flop: My annual return in 2018 was -7.91% underperforming the index again. I sold PONAX position, which I was planning to sell for some time. I added to CTL bond as its price dropped below par. Sold TVPT - announced private equity buyout. Sold CARS - based on results decided that further holding is not worthwhile. Added to AAPL, IPGP, FB, BRKB, FDX, DIS as prices dropped. Added to RHT merger arbitrage position.