A buy for the pessimists, and checkins on Altius, REITs and more
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September Idea of the Month: What about Deflation?
September Idea of the Month: Buy Loews, Sell High
October 10 Update: I sold Loews, and can’t urge anyone to buy or hold it here. Did anyone say “no take backs?” I sold my Loews shares today, less than two weeks after writing the following analysis. They remain cheap relative to their “competitors” like Berkshire and Markel, but those two and so many others […]
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When I say "NOT EVERYONE" I am refering to the nurses and doctors at the clinic or hospital, who don't have enough exper...
Since NLock there has been two more. One was CNA and the other FF. Interesting venture. I will be looking forward to...
I've worked in aging/hospice situations where one rarely ever sees a doctor as he just can not make all the stops, and t...
Loews I've liked and owned at times in the past -- they're taking a beating this year because of their ownership of Diam...
I know nothing about TLR, but recently, Morningstar was negative about it (see quote below):Premium to Fair Va...