So if I told you a holding was about to enter into a Wal-Mart (WMT) pilot program (500 locations) you’d think it was news. It would be if there were any analysts on the earnings call yesterday, note at the end of the following call, not single question. Since there weren’t, the news did not get out. I am buying more today.
Keys: Sales up, Volume up, Price up, Costs down $3.5B and the Operating Rate rose to 78%. The bad news? This is a global, not a US story. That matters if you are using Dow for a proxy…
Seems we get a new agreement almost weekly now…
Categories
Subs: New Transaction
Sold some more covered calls
Must see….
Must see….
Categories
Subs: Thoughts from @VIC
While they are fresh in my mind…
Categories
@VIC T2 Presentation
This is very sobering for anyone who thinks housing is getting to an “all clear” position.
Categories
@VIC T2 Presentation
This is very sobering for anyone who thinks housing is getting to an “all clear” position.
Highly concentrated portfolio, large cap names and has returned 2X what Berkshire Hathaway (BRK.A) has returned since inception (1992). You may want to look at this.
Highly concentrated portfolio, large cap names and has returned 2X what Berkshire Hathaway (BRK.A) has returned since inception (1992). You may want to look at this.
One of the best… Bottom line, what is happening in housing is not even close to being over…
Categories
Subs: Q3 Results
As expected with cash balanced holding strong at 69% of the current purchase price.
In his own words….a classic
In his own words….a classic