Today we’re due for our “Idea of the Month” pick — but I also should quickly let you know that I personally added some more to my Lancashire Holdings position this week when it tripped a buy order that had been in place for a while. I wrote more about Lancashire in my insurance-themed “idea […]
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I always get a lot of food for thought when I go to the Value Investing Congress, so I’ve got a teaser solution and some updates for your Friday File enjoyment but I thought I’d start with some musing about the Congress ideas that percolated to the top for me on the train ride home… […]
These are my notes and instant reactions from a presentation at the Value Investing Congress, the notes below might contain errors, paraphrases, incorrect quotes, or misinterpretations. Eriksen had some interesting thoughts about small cap investing in the pre-conference workshop, and has a very solid record with his small fund… the last two ideas he has […]
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Last time I heard of Ripple I was a 20yr.old soldier at Ft.Bliss in El Paso. With Jaurez next door us single G.I.s got o...
Sorry about that -- yes, you're correct. Western is in El Paso (and is the GP of NTI), and Tesoro owns Mandan, the only...
Seems you have the Tesoro and Western Refining refineries mixed up. Western is in El Paso, TX which I own and see often ...
Thank you much, do you have an opiniom for KMP and why are thers so many companies associated with KMP , such as KMI, El...
i had 2 takeovrsin one day brigham EL PASO LEAVING ME W//AXAS WHICH LOOKS GOOD i have been looking at crimsson anoth...
Thanks Stephen, I used to own El Paso Natural Gas many years ago. I don't remember why I don't have it anymore. ...
I thought I heard him mention the El Paso Group which was recently purchased by Kinder Morgan...
We got one the other day about natural gas pipelines. Kinder took on billions of dollars worth of debt when it took ove...
I'm no expert, but I'd DEFINITELY recommend getting OUT of Any Fiat Currency based asset, and into real Value-hard Asset...
Actually, I'm more of a Big Bend Ranch girl. I rode a camel there once, following the route of the Texas Camel Cavalry (...
"Know Monahan's...Nice people...That wasn't O.D. Cleaver,though...O.D got credit because the "O" in O.D. stands for "Od...