I am a new regular member and just received your portfolio holdings, showing that you favor insurance companies, largely. Are you holding Berkshire Hathaway and Markel, etc. primarily for capital appreciation? I see that neither one of these stocks pays a dividend.
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Posted on December 19, 2017
Posted on February 23, 2017
Hi, Dr. KSS: Do you have any opinion on the ARGS decline? Unfortunately, almost all of my investment fell today, and I'm not sure if there is enough optimism in the company to hold tight or not. If there is enough pipeline, etc., perhaps it's a good tim[...]
Posted on February 16, 2017
Simpatico! See my sicilia post 2/16/17.[...]
Posted on February 16, 2017
I can't believe the Cabot Newsletter is still in business. I lost tons of money many, many years ago on their excessively hyped Presstek company, which precipitously crashed and burned. I give their newsletter a forever skull- and -crossbones rating.[...]
Posted on January 28, 2017
Do you trade those companies or write covered calls on them? I am remembering Markel's surge last week, and its pullback. Do you play those short-term actions?[...]
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What was the news about AFMD? I still hold the stock.[...]