Strong Q. Increasing dividend, $1.5B in share repurchases, 18% eps growth (ex currency) and full year forecast raised.
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Subs: Walter Schloss Investing
Who is Schloss? Probably the greatest investor most people have not heard of. How good? Try 433% vs 5% vs the S&P just since 1998. Read on….
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.
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…
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Subs: New Transaction
Sold some more covered calls
Must see….
Must see….
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Subs: Thoughts from @VIC
While they are fresh in my mind…
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@VIC T2 Presentation
This is very sobering for anyone who thinks housing is getting to an “all clear” position.
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@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…