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  • 3 Takeaways From Ventas' Second Quarter Conference Call [View article]
    What is your view of the impending Fed rate rises and their effects on VTS bottom line? I read somewhere on SA that the margin of borrowing costs and rental yield is very thin.

    I have an initial stake in VTS but wanted to hear from you veteran shareholders.

    Aug 3, 2015. 11:28 PM | 1 Like Like |Link to Comment
  • Exxon Mobil declares $0.73 dividend [View news story]
    Don't forget to also put the motherload of your investment into BRK.B!!
    Jul 31, 2015. 05:17 AM | Likes Like |Link to Comment
  • Exxon Mobil declares $0.73 dividend [View news story]
    I can only guess a 'rookie' might be unfamiliar what "previous" referred to in the "in line with previous" comment: Does "Previous" mean the y-o-y comparison period or was it the immediate previous quarter.
    Jul 31, 2015. 05:16 AM | Likes Like |Link to Comment
  • 5 Reasons Coca-Cola Remains A Great Buy For Long-Term Investors [View article]
    Spot on. Found a nice graphical representation. :)
    Jul 29, 2015. 05:16 AM | 1 Like Like |Link to Comment
  • Create Your Own Miniature Berkshire Hathaway [View article]
    Hi Eric,

    I happened to come back to this post 9 months on and I can see now how BRK.B is not for everyone especially, as you pointed out, for those who need the portfolio to generate income right now.

    I'm in the accumulation stage with my portfolio, so BRK.B works great for me with great returns, zero transaction costs and zero taxes.
    Jul 29, 2015. 05:13 AM | Likes Like |Link to Comment
  • Chevron to cut 1,500 jobs, mostly at two corporate centers [View news story]
    This is the other side of capitalism that no one wants to talk about. Not being a dick, just pointing out the obvious. We just hope CVX do the right thing by providing proper notice, compo and out-placement assistance to these 1500 employees.
    Jul 28, 2015. 10:23 PM | 2 Likes Like |Link to Comment
  • Disney's Iger: ESPN could go direct to consumers one day [View news story]
    That's a ridiculous comment. Have you ever watched an entire game, any game, on a smartphone? It doesn't work like that.

    And also, ESPN has more than just baseball.
    Jul 28, 2015. 07:51 AM | 1 Like Like |Link to Comment
  • Is Buffett Purchasing Another Australian Company? [View article]
    Gaining the said efficiency is true only when the conglomerate is heavy with centralised corporate overheads (e.g. GE). Buffett has a famously large office with little staff.

    By the way, thanks for your article. Thoroughly enjoyed it. As an Australian, it's a pleasure to see Berkshire's interest in our backyard. Hope he finds gold (and vegemite!)
    Jul 25, 2015. 08:22 AM | Likes Like |Link to Comment
  • Exploiting The Market's Alcove Could Be The Key To Survival For Alcoa [View article]
    Quote: "..and with aluminium production constituting ¾ of the company's revenue, it is definitely their core business..."

    Maybe I'm naive but I tend to think of measuring the bottom line is a better gauge of a business unit being of core importance or not. This is an especially important distinction in an org which consists of business units with widely varying margins.

    Am I correct or wrong in thinking this?
    Jul 25, 2015. 02:32 AM | 1 Like Like |Link to Comment
  • Alcoa reveals plan to divide its aluminum products business [View news story]
    Cindi, Bexpo - Add me to the group. I was all in 20 pc ago! HAd not been the best of stock rides and with equity in general about to collapse, i'm afraid our rough ride is just beginning... Hold on and keep faith, mate!
    Jul 24, 2015. 09:45 PM | 1 Like Like |Link to Comment
  • Ventas beats by $0.02, beats on revenue [View news story]
    Good job Dirk. How active or liquid is the VTR options market?
    Jul 24, 2015. 08:21 AM | Likes Like |Link to Comment
  • Headlines For Blackstone Are Misleading, But The Market Got It Right [View article]
    Although I've been long OAK for a long time due to my admiration for Howard Marks' work, I've recently also jumped on board the BX train..

    Do you have any thoughts on why OAK, despite some good press over the last year, have not been receiving the kind of attention BX has? (Probably a silly question, given that the market cap is vastly different - but perhaps there's another reason). Thanks.
    Jul 17, 2015. 09:36 PM | Likes Like |Link to Comment
  • Stocks Are Not Milk - So Don't Invest Like They Are [View article]
    Agreed. I was reading it with the voice of Harvey Specter in my head... Followed.
    Jul 10, 2015. 09:07 AM | Likes Like |Link to Comment
  • Inside Shanghai: Disney customizing park for Chinese families [View news story]
    Great stuff from DIS. Seeing that the stock didnt even pretend to correct itself during the last week of general corrections, I conclude (simplistically) that it's resillient enough. I'm buying more tomorrow! Long DIS.
    Jul 9, 2015. 09:46 PM | 2 Likes Like |Link to Comment
  • Alcoa A Winner For The Long Term [View article]
    I was thinking the same yesterday. But the PE is incredibly high (23). Is it justifiable? I don't know...
    Jul 3, 2015. 03:57 AM | Likes Like |Link to Comment