by Travis Johnson, Stock Gumshoe | November 20, 2009 5:00 pm
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Source URL: https://www.stockgumshoe.com/2009/11/november-idea-of-the-month-worried-look-at-markel-for-a-rare-low-valuation-and-growing-book-value/
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Interestingly enough, James Altucher, who I’ve corresponded with about Markel in the past a few times, just wrote a note for the Wall Street Journal about Markel today at about the same time as I was publishing this piece — his brief article is here, it makes the Berkshire comparison as well (as have many others in the past, yours truly included): http://blogs.wsj.com/financial-adviser/2009/11/20/the-next-berkshire-hathaway/
I think you should have went with your first idea? CB and AJG are easier to digest?
Hi,
I wanted to know your personal opinion about C stock. I bought it in late August for 4.69 per share. Not a very big amount of shares, but still… I am wondering now if I should sell it since it plummeted to 3.85 per share or should I wait for it to come back one day.
Banks are out of favor, but on the next leg up (I don’t think the sucker’s rally is done yet) the sector could turn and do very well. Ironically, the strongest looking (optionable) banks are foreign………….STD, BBV (Spain)…… BBD, ITUB (Brazil)………BMO, BNS (Canada)…..and I’ll throw in IBN (India). When and as the sector turns these are where I’ll be looking to put my dough.
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Thank you. That’s nice of you to say…….where do I sign up?
i know nothing about spread trading and I could follow it. I am impressed. Thanks