Topic Archives: Luna Gold (LGC.TO LGCUF)

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  • Travis Johnson, Stock Gumshoe

    This is a repeat they've shared many times over the years, pitching Markel (which I also have owned for a long time, tho...

  • Travis Johnson, Stock Gumshoe

    Trade Note: Not a lot of detail here, but I did some selling and buying so I've got a little updating to share ...

  • Travis Johnson, Stock Gumshoe

    FYI, Markel just announced that their quarterly conference call will be held on Wednesday morning (April 29). Annual me...

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    Remorse is selling 100 shares of MKL, Markel that I bought at $375.00 and selling them all at $776... only to continue t...

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    Travis, do you think buying BRK.B (the real deal!) now at $214 would be a sound decision? Buffet apparently said that ...

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    I like that advice. I recently ran across a stock (MKL) selling for over $1K - a bit pricey for me and never could buy 1...

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    I'm glad MKL has worked out well for you. I had purchased this Berkshire mini-me in Jan 2006 and had held it for 4.5 ye...

  • Travis Johnson, Stock Gumshoe

    Thanks Britt, I've also been adding to MKL for the first time in a long time recently, and still own some FB (stopped ou...

  • Travis Johnson, Stock Gumshoe

    It wasn't long ago that Markel finally dipped below 1.5x book value and let me start nibbling again, and this is a long-...

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    Just clicked on this thread. I purchased some Markel way back in January of 2006 upon some recommendations in the Motle...

  • Travis Johnson, Stock Gumshoe

    I think you’re probably right about it not hitting $350 again, but don’t beat yourself up over a great gain! Maybe ...

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    MKL haunts me Travis. I purchased quite a few shares at $420, financial crises hit and it pulled back 40+% as I kept buy...

  • Travis Johnson, Stock Gumshoe

    I don't know when Tom Gardner first recommended the stock, but at least some of the Motley Fool services, particularly t...

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    They have been pushing Markel for atleast 2 or 3 years now. I had a subscription to Motley Fool for 3 years. I finally...

  • Travis Johnson, Stock Gumshoe

    Markel doesn't pay a dividend because, as with Berkshire, the goal is to reinvest their insurance earnings into investme...

  • Travis Johnson, Stock Gumshoe

    You're a lot pithier than I am... but yes, I do think Markel is a bit pricey these days. Still own it, still a great co...

  • Travis Johnson, Stock Gumshoe

    Markel just reported, haven't looked at the details yet but it appears to be another decent quarter given the record 201...

  • Travis Johnson, Stock Gumshoe

    I don't lose sleep, but I'm mindful of the fact that I want to own Markel in 20 years and expect it to be dramatically h...

  • Travis Johnson, Stock Gumshoe

    Few people trade in and out of Markel shares with regularity, it's not a jumpy or high volatility stock -- there should ...

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    from non-investors As Buffett always likes to quote actors, comedians, writers, and athletes in his annual letters to m...

  • Travis Johnson, Stock Gumshoe

    I guess I should start compiling a list of the stocks that have been pitched as the "Next Berkshire Hathaway" in the pas...

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    Between January 4, 2016 and January 4, 2017, the S&P 500 gained 25.5%, Berkshire Hathaway B shares 12.8%, Markel 5....

  • Travis Johnson, Stock Gumshoe

    I haven't seen an ad to that effect recently, though I know Tom Gardner and many at the Fool have been big fans of Marke...

  • Travis Johnson, Stock Gumshoe

    Fairfax tends to be pretty volatile and Watsa makes some pretty big equity bets, so there may well be dips for buying if...

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    P/B is about 1.3 which is not ideal, but still better than Markel and BRK at the moment....

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    I'm trying to decide between Markel, Fairfax and Berkshire. I think Markel's valuation is a little too high. But I thi...

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    The stock market might be in for a double whammy if Trump wins next week and the Fed raises rates in December. There ma...

  • SoGiAm

    Not a comet, but an enigmatic proton-arc #aurora over British Columbia (Photo: Dave Markel) http://spaceweathergallery.c...

  • Travis Johnson, Stock Gumshoe

    Down to just Markel, Berkshire and AIG warrants right now. I'm not enthusiastic about valuations at any of those, though...

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    Hi Travis, may I ask which insurers you hold besides Markel, and do you think any of them are at reasonable entry points...

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    Markel is one of those stocks that lost 50% of it's value in the 2008 crash but since then has gained 400%. I would be ...

  • Travis Johnson, Stock Gumshoe

    I really like Markel and have owned it for a decade or so, but the current valuation seems pretty extreme to me. Not se...

  • SoGiAm

    Barchart.com's Chart of the Day - Merkel Corp. For May 23, 2016 The Chart of the Day belongs to Markel Corp. (MKL). I ...

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    & the oracle at Omaha Knows about insurance, and reinsurance like Markel??...

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    Travis: Thanks for the cogent, thorough explanation of Markel. It sure has been a winner for me and seems like a good ...

  • Travis Johnson, Stock Gumshoe

    Not clear on where tipranks is getting its info, they seem to have a very small amount of data (7 picks since 2009) but ...

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    Did you look into Fair Fax , they were trading at 1.1 Book value recently and a great insurance company similar to Marke...

  • Jason

    Thanks for the write-up on Markel. I've followed BRK fairly closely for a good ten years or more, but this is the first ...

  • Travis Johnson, Stock Gumshoe

    I don't know Swiss Re in detail, but it's far larger -- much more of a play on the whole reinsurance industry than it is...

  • Travis Johnson, Stock Gumshoe

    Now AXS is buying PartnerRe -- getting more scale in the reinsurance business. If this were driving the shares down I'd...

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    MKL and BRK have tracked each other closely for many years now -- and since the dip and great buying opportunity in MKL ...

  • Travis Johnson, Stock Gumshoe

    I always hope for a bad quarter from Markel to bring down the shares for another nibble. They do have some available...

  • Travis Johnson, Stock Gumshoe

    All else being equal, I'd be much happier buying 10 shares of a $135 stock than 100 shares of a $13.50 stock. When I wa...

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    Excellent work, Travis, as always! Please tell us a little more about Markel (MKL). We know there's a lot of contro...

  • Travis Johnson, Stock Gumshoe

    Not a lot of detailed thinking recently, but the basics are: Markel is about as expensive as it's been since the cri...

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    Hello travis, I want to add to my Markel position. At what price would you buy more?...

  • Travis Johnson, Stock Gumshoe

    Markel results out today -- excellent performance on the quarter, though book value didn't rise as much as I optimistica...

  • Travis Johnson, Stock Gumshoe

    One of my earlier stock purchases was a single share of stock in Berkshire Hathaway -- by then the B shares were well ov...

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    Hey Travis, Happy Holidays. I bought some Markel today. I appreciate your keen insights a lot. : )...

  • Travis Johnson, Stock Gumshoe

    They bluster with the same hyperbole for pretty much all of their picks -- and they have great patience for the best of ...

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    Travis, I always look forward to your comments and while I have nothing against MKL I wonder why you do not prefer FFH.T...

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    Sharebuilder allows a person to purchase a $ amount of a stock instead of an actual number of shares, if you sign up for...

  • Travis Johnson, Stock Gumshoe

    That could well be true, given GLRE's star connection and relatively short history so far, it's hard to say what the mar...

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    Do you mean Markel, as in insurance?...

  • Travis Johnson, Stock Gumshoe

    They may not have pioneered the over-the-top email pitch, but they've certainly been using it aggressively for at least ...

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    Hi Neil -- those two volatile ones (BOBS and NPD) are certainly lighting things up! They still make me nervous, but I m...

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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...

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    And after the Crash of '08, Markel stock can be bought for about $300 a share. If nothing else, it is a nice way to buy...

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    Well, with the way the market is going I can't encourage anyone to look at Loews versus the competitors I mentioned -- a...

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    Yep, WTM was pretty heavily promoted at the "next Berkshire" for a couple years (in almost exactly the same way that Mar...

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    Just to note... the C&C version of this promo isn't still being sent out, partly because of the point E. makes on th...

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    Thanks Mike. All depends how you look at it -- Berkshire Hathaway is a $200 billion company, so Markel could expand 50-...

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    Good points, student of wealth. This has been a Fool favorite for several years, from $200 to $500 and back down to $40...

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    Good point on the likely poor year for insurance profits -- this can be a good time to buy if good cos get beat up. Mark...

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    Good point on the likely poor year for insurance profits -- this can be a good time to buy if good cos get beat up. Mark...

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    Warren Buffett said recently the insurance industry faces a lot of challenges and didn't see much growth going forward. ...

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    Warren Buffett said recently the insurance industry faces a lot of challenges and didn't see much growth going forward. ...

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    Jerry, I think you need to wrap your head around the fact that the dollar price of the stock means almost nothing. When...

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    The Fool's "next Berkshire" is Markel, I wrote that one up separately -- it's a fairly similar insurance company to Whit...

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    My guess is no, they're using stocks in their ads that they're convinced are long term picks and, perhaps more important...

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    Excellent report - not sure about Markel though....

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