I’ve got a hodgepodge of ideas and small news items for you this week, plus a few transactions in my Real Money Portfolio that I’ve mostly noted for the Irregulars in quick notes earlier in the week. The market is expensive, but there’s no reason for a long-term investor to sell just because it’s expensive […]
Articles
I’ve got one little teaser to look at for you in your Friday File today, and then some quick updates on the companies in the real money portfolio I manage. The teaser pitch that several folks have asked about is the “Project Ironman” teaser from Marin Katusa, which he’s talking up as a “totally new […]
More to come for the Irregulars tomorrow as I finish up my Annual Review, but since I did a little buying and selling today this is just a quick note to let the Irregulars know that I’ve made a small purchase of shares in Luna Gold (LGC.TO in Canada, LGCUF) following their decision to merge […]
We use cookies on this site to enhance your user experience. By clicking any link on this page you are giving your consent for us to set cookies.
More Info
Comments
This is a repeat they've shared many times over the years, pitching Markel (which I also have owned for a long time, tho...
Trade Note: Not a lot of detail here, but I did some selling and buying so I've got a little updating to share ...
FYI, Markel just announced that their quarterly conference call will be held on Wednesday morning (April 29). Annual me...
Remorse is selling 100 shares of MKL, Markel that I bought at $375.00 and selling them all at $776... only to continue t...
Travis, do you think buying BRK.B (the real deal!) now at $214 would be a sound decision? Buffet apparently said that ...
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...
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...
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...
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-...
Just clicked on this thread. I purchased some Markel way back in January of 2006 upon some recommendations in the Motle...
I think you’re probably right about it not hitting $350 again, but don’t beat yourself up over a great gain! Maybe ...
MKL haunts me Travis. I purchased quite a few shares at $420, financial crises hit and it pulled back 40+% as I kept buy...
I don't know when Tom Gardner first recommended the stock, but at least some of the Motley Fool services, particularly t...
They have been pushing Markel for atleast 2 or 3 years now. I had a subscription to Motley Fool for 3 years. I finally...
Markel doesn't pay a dividend because, as with Berkshire, the goal is to reinvest their insurance earnings into investme...
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...
Markel just reported, haven't looked at the details yet but it appears to be another decent quarter given the record 201...
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...
Few people trade in and out of Markel shares with regularity, it's not a jumpy or high volatility stock -- there should ...
from non-investors As Buffett always likes to quote actors, comedians, writers, and athletes in his annual letters to m...
I guess I should start compiling a list of the stocks that have been pitched as the "Next Berkshire Hathaway" in the pas...
Between January 4, 2016 and January 4, 2017, the S&P 500 gained 25.5%, Berkshire Hathaway B shares 12.8%, Markel 5....
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...
Fairfax tends to be pretty volatile and Watsa makes some pretty big equity bets, so there may well be dips for buying if...
P/B is about 1.3 which is not ideal, but still better than Markel and BRK at the moment....
I'm trying to decide between Markel, Fairfax and Berkshire. I think Markel's valuation is a little too high. But I thi...
The stock market might be in for a double whammy if Trump wins next week and the Fed raises rates in December. There ma...
Not a comet, but an enigmatic proton-arc #aurora over British Columbia (Photo: Dave Markel) http://spaceweathergallery.c...
Down to just Markel, Berkshire and AIG warrants right now. I'm not enthusiastic about valuations at any of those, though...
Hi Travis, may I ask which insurers you hold besides Markel, and do you think any of them are at reasonable entry points...
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 ...
I really like Markel and have owned it for a decade or so, but the current valuation seems pretty extreme to me. Not se...
Barchart.com's Chart of the Day - Merkel Corp. For May 23, 2016 The Chart of the Day belongs to Markel Corp. (MKL). I ...
& the oracle at Omaha Knows about insurance, and reinsurance like Markel??...
Travis: Thanks for the cogent, thorough explanation of Markel. It sure has been a winner for me and seems like a good ...
Not clear on where tipranks is getting its info, they seem to have a very small amount of data (7 picks since 2009) but ...
Did you look into Fair Fax , they were trading at 1.1 Book value recently and a great insurance company similar to Marke...
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 ...
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...
Now AXS is buying PartnerRe -- getting more scale in the reinsurance business. If this were driving the shares down I'd...
MKL and BRK have tracked each other closely for many years now -- and since the dip and great buying opportunity in MKL ...
I always hope for a bad quarter from Markel to bring down the shares for another nibble. They do have some available...
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...
Excellent work, Travis, as always! Please tell us a little more about Markel (MKL). We know there's a lot of contro...
Not a lot of detailed thinking recently, but the basics are: Markel is about as expensive as it's been since the cri...
Hello travis, I want to add to my Markel position. At what price would you buy more?...
Markel results out today -- excellent performance on the quarter, though book value didn't rise as much as I optimistica...
One of my earlier stock purchases was a single share of stock in Berkshire Hathaway -- by then the B shares were well ov...
Hey Travis, Happy Holidays. I bought some Markel today. I appreciate your keen insights a lot. : )...
They bluster with the same hyperbole for pretty much all of their picks -- and they have great patience for the best of ...
Travis, I always look forward to your comments and while I have nothing against MKL I wonder why you do not prefer FFH.T...
Sharebuilder allows a person to purchase a $ amount of a stock instead of an actual number of shares, if you sign up for...
That could well be true, given GLRE's star connection and relatively short history so far, it's hard to say what the mar...
Do you mean Markel, as in insurance?...
They may not have pioneered the over-the-top email pitch, but they've certainly been using it aggressively for at least ...
Hi Neil -- those two volatile ones (BOBS and NPD) are certainly lighting things up! They still make me nervous, but I m...
Interestingly enough, James Altucher, who I've corresponded with about Markel in the past a few times, just wrote a note...
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...
Well, with the way the market is going I can't encourage anyone to look at Loews versus the competitors I mentioned -- a...
Yep, WTM was pretty heavily promoted at the "next Berkshire" for a couple years (in almost exactly the same way that Mar...
What about Markel (MKL)?...
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...
Thanks Mike. All depends how you look at it -- Berkshire Hathaway is a $200 billion company, so Markel could expand 50-...
Good points, student of wealth. This has been a Fool favorite for several years, from $200 to $500 and back down to $40...
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...
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...
Warren Buffett said recently the insurance industry faces a lot of challenges and didn't see much growth going forward. ...
Warren Buffett said recently the insurance industry faces a lot of challenges and didn't see much growth going forward. ...
Jerry, I think you need to wrap your head around the fact that the dollar price of the stock means almost nothing. When...
The Fool's "next Berkshire" is Markel, I wrote that one up separately -- it's a fairly similar insurance company to Whit...
My guess is no, they're using stocks in their ads that they're convinced are long term picks and, perhaps more important...
Excellent report - not sure about Markel though....