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  • How I Created My Portfolio Over A Lifetime - Part V [View article]
    Like many of the readers who commented, I too would someday like to impart some of this line of thinking to my children. I consider this a "teach them how to fish" kinda thing. Then again, they're still young (oldest 9 y/o), and I have some time still. But I'm not even sure if any of them have any interest / capacity to pick it up.

    It's also a shame they don't teach these things in the formal education process. I was brought up in the Australian education system and then went to uni in the UK. Never have I the chance to learn this. Maybe it's more informative in the US? It should be taught as some sort of a "life science" or approach to life lesson.

    Thanks for allowing me a mini rant.
    Oct 11, 2015. 09:01 PM | 2 Likes Like |Link to Comment
  • Disney: Evercore sees upside; ESPN faces layoffs, budget cuts [View news story]
    Likewise, I had to pay $50 cable packages (min) which include a lot of other things I don't need JUST to get ESPN live games, here in Australia. I've stopped the subscription awhile ago, but would gladly pay $20-30 for a disney/ESPN only subscription if there was one.
    Sep 22, 2015. 11:19 PM | 3 Likes Like |Link to Comment
  • How I Created My Portfolio Over A Lifetime - Part IV [View article]
    Thanks for squeezing this in Mark. I definitely benefitted from this article.
    Sep 22, 2015. 09:43 PM | 1 Like Like |Link to Comment
  • How I Created My Portfolio Over A Lifetime - Part II [View article]
    Thanks Mark. I'll follow those leads as well.
    Sep 13, 2015. 12:21 AM | 1 Like Like |Link to Comment
  • How I Created My Portfolio Over A Lifetime - Part II [View article]
    (This comment is addressed to Mark and everyone else here who I believe are like-minded in our approach to investing)

    I have mentioned in a previous comment here that I had subscribed to lots of financial newsletters and and advice (of varying usefulness) especially when I first started out. I won't name them publicly but I wanted to say that after everything, I had landed on the Morningstar Premium subscription which I'm still paying for today.

    In my limited experience in stock investment, I think their star rating system and analyst reports are quite fundamentally grounded in their US stocks analyses. I'm still trying to find my own stable investing philosophy (it annoys me that i seem to keep changing 'strategy' from time to time), but I guess I'm looking for validation from you experienced investors on how you rate their services?

    Your input is, as usual, very much appreciated.
    Sep 12, 2015. 09:48 PM | 1 Like Like |Link to Comment
  • How I Created My Portfolio Over A Lifetime - Part II [View article]
    "I see it as my job to make this as painless as possible." I in turn am truly touched by this comment. :)

    Thanks again for writing your 2nd article in a week. In all seriousness, if you haven't already, you should start an investment newsletter. I'll be more than happy to pay to subscribe based on what I've read so far. Your approach is sound and resonates with me. I had paid wayyy too much, when I first started out, for advice that I should have paid to not receive.
    Sep 12, 2015. 03:26 AM | 6 Likes Like |Link to Comment
  • GasLog Partners Will Trend Higher On Increasing Cash Distribution [View article]
    Thanks for all your comments. As a new investor into GLOP, I find the discussions here greatly get me up to speed on the value drivers and risks.

    Someone touched on the highly leveraged operation that they run. Has anyone got a position on a worst case thesis of a high interest rate environment?
    Sep 12, 2015. 12:10 AM | Likes Like |Link to Comment
  • How I Created My Portfolio Over A Lifetime - Part I [View article]
    Hi Mark. As usual always a great article with lots of food for thoughts from you. How I wish I read this when I started it all 3 years ago when I was 35. But not too late i guess.

    I was wondering about this line here from your article above: "There is more to this than HFTs at work here, but that is an explanation for another time or this article will become way too long." In case that was just rhetorical, I for one would be very interested to read if you were to write this up.

    Thanks again.
    Sep 10, 2015. 05:05 AM | 3 Likes Like |Link to Comment
  • NestlĂ©: A Diversified Bunker In The Food Industry [View article]
    I agree. With the incoming bear market, I have liquidated almost everything leaving just a couple of lynchpin counters: NSRGY and BRK.B.

    Although for the adventurous with some longer investment horizon, the time is near/here to consider some XOM and CVX with some puts for hedge.
    Sep 6, 2015. 07:05 AM | Likes Like |Link to Comment
  • The Time To Hedge Is Now! 2 New Candidates To Add Before It's Too Late [View article]
    ... or he could be a fellow Aussie from the Colo area of NSW :)

    By the way, Mark, I just came on to this post to say how I'm fortunate enough to discover your series on hedging some 2-3 weeks back and had since put some hedge in place (as well as buying QID and SH for good measure). Because of that, I was relatively unhurt yesterday. Kudos to you mate!
    Aug 25, 2015. 04:41 AM | 1 Like Like |Link to Comment
  • Does Berkshire Hathaway Make The Cut As A 'Retirement Stock'? [View article]
    Placebo, Thank you. Very well articulated comment. My gut feel is of the same view (ie. long BRK and sell ~4% when required for income) but I won't be able to word it so persuasively. Yes, I love those free Mexican chips.
    Aug 23, 2015. 07:07 AM | Likes Like |Link to Comment
  • Apple raises record debt Down Under [View news story]
    Apple has large cash positions that cannot be repatriated back to US without big chunks of it going to tax. So is the intention to raise foreign debt issues to bring in the 'loan money' into the country and then use the offshore cash positions to repay the loan?

    I am not well versed with US tax (or anywhere tax, to be honest) laws. I'm genuinely wondering if this is possibly what they are up to?

    Coz.. If so, in essence, they would have managed to bring the cash back and only paying the lower debt coupon rate instead of the higher tax rate.
    Aug 21, 2015. 07:14 AM | 14 Likes Like |Link to Comment
  • USO Versus USL: The Best Way To Buy Oil [View article]
    Thanks for writing this article.

    I'm waiting to launch into oil but was planning to start a position in USL before the year is out. Price might go down a bit more and then when it starts to stabilise and the cloud clears, to load up on UWTI.
    Aug 16, 2015. 06:58 AM | Likes Like |Link to Comment
  • Oil Prices: Best And Worst Case Scenarios [View article]
    Is there benefit in keeping DWTI short when we can go UWTI regular long? Not at all being facetious, but i really thought it's needlessly complicated when there's a simple solution right there.

    Looking to learn.
    Aug 14, 2015. 07:46 AM | Likes Like |Link to Comment
  • Oil Prices: Best And Worst Case Scenarios [View article]
    I think 2ng is challenging the author to substantiate the claim that the supply/demand situation now is more bearish than 10 years ago in his closing paragraph. I'm a data junkie myself and would be awesome if such data can be found.

    Sheepdip, i like your analogy though. Whatever we ate 10 years ago and now has no relevance at all in reality. We just end up being so full of shit anyways. :)
    Aug 14, 2015. 07:42 AM | 2 Likes Like |Link to Comment