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Strategies & Market Trends
Buffettology
An SI Board Since December 1997
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Emcee:  Michael Burry Type:  Unmoderated
Introduction Compact
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4291How long will MA/V domination last? 10 years? 20 years? Will there be some new tJurgis Bekepuris-2/11/2014
4290Jurgis - I enjoyed reading your thoughts. I did have concerns about the backteShane M-2/11/2014
4289Regarding: "Most spreads gap open wide after hours": What's the cShane M-2/11/2014
4288Thanks for checking this during active trading Shane, I think Morningstar is juETF1-2/11/2014
4287Couple thoughts about PDF presentation: Sustainable returns on capital are muchJurgis Bekepuris-2/11/2014
4286re: "WMW - It is ETN. IMHO, ETNs have a lot of issues. Buyer beware.&quoShane M-2/10/2014
4285Jurgis, I'm not sure the funds have the same strategy. I had difficulty fiShane M-2/10/2014
4284deleted... duplicate post. sorry about thatShane M-2/10/2014
4283Spead on MOAT is 0.1% or about $0.03 to $0.04 with trades happening in the middlShane M-2/10/2014
4282It's the Bid-Ask spread that is showing right now on the Morningstar websiteETF1-2/10/2014
4281BK, ORCl are the only two overlaps."Only two" is likely accidental, siJurgis Bekepuris-2/10/2014
4280Oops. Missed seeing NOV. I also hold NOV.Paul Senior-2/10/2014
4279WMW/MOAT - I doubt I will buy either. I'd rather buy the companies themselveJurgis Bekepuris-2/10/2014
4278hmmm. I hadn't looked at bid/ask spread on MOAT. It trades about 110,000 sShane M-2/9/2014
4277MOAT/WMW: Fwiw, top ten holdings (per Yahoo) are here: finance.yahoo.com finPaul Senior-2/9/2014
4276WMW : Element Morningstar Wide Moat Focus ETN Expense ratio: .75% Something iETF1-2/9/2014
4275Hi all, I saw this mentioned over on the Bershire and Fairfax website and had nShane M12/8/2014
4274WBC - too expensive for me.Jurgis Bekepuris-2/3/2014
4273Paul, I'm not familiar with Wabco WBC, but the business metrics look good aShane M-2/3/2014
4272Anyone here interested in vehicle brake supplier Wabco, WBC? It's been a hoPaul Senior-2/2/2014
4271The 10-K may give a summary, but the actual pension plan (if they have one) repoSr K11/27/2014
4270Thanks for that informative link Spekulatius. It certainly contains several enlbruwin-1/24/2014
4269Re pensions - in my opinion, the pension issue is underreported because: 1) thSpekulatius11/23/2014
4268I see this business as a classic monopolistic/oligopolistic type market where sJurgis Bekepuris-1/23/2014
4267Spekulatius, thanks for the comments. They're appreciated. I'll checkShane M-1/23/2014
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