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BigBlue

BigBlue
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  • How Buffett Is Changing The Future Of Berkshire's Float - From Insurance To Uncle Sam [View article]
    Other than that question I want to add my voice to others who think your analysis was brilliantly insightful.
    Aug 16 10:37 AM | 2 Likes Like |Link to Comment
  • How Buffett Is Changing The Future Of Berkshire's Float - From Insurance To Uncle Sam [View article]
    Do you consider the billions in cash that BRK always maintains (and hence can't invest) as a counterweight to the DTLs that are to BRKs benefit?
    Aug 16 09:52 AM | 1 Like Like |Link to Comment
  • Update: Vertex Energy Second Quarter Earnings [View article]

    Rochelle,

    Another really insightful idea, write up and follow up. I include you among the five Contributors for whom I get real time alerts when you publish new ideas .

    Is there any possibility you might publish your investment club's portfolio, purchase date, and purchase price?

    Best,

    BB
    Aug 15 01:45 PM | Likes Like |Link to Comment
  • A Few Net Lease REITs To Avoid [View article]
    GPT is Gramercy Property Trust, a rapidly growing nnn REIT with one of the best management teams in the industry.

    Government Property Trust (NYSE:GOV) is controlled by the Portnoys who are infamous for their excessive management fees.
    Aug 13 08:06 AM | 5 Likes Like |Link to Comment
  • Ignore Yield [View article]
    David,

    Isn't your argument really a function of the time horizon associated with the portfolio you manage?

    BB
    Aug 7 09:03 AM | Likes Like |Link to Comment
  • Scandal Time [View instapost]
    Chris,

    Stop gloating! You will pay for it!

    BB
    Jul 30 08:15 AM | 1 Like Like |Link to Comment
  • Gramercy Property Trust Leaves Them All In The Dust [View article]
    Or Coke and Pepsi...
    Jul 4 07:58 AM | 1 Like Like |Link to Comment
  • Vertex Energy: A Path To Treasure [View article]

    Competitors?

    Downside risk?

    Check out Gibson Energy of Canada.

    I am long both VTNR and Gibson.
    Jun 5 08:30 AM | Likes Like |Link to Comment
  • Gramercy Property Trust Leaves Them All In The Dust [View article]
    If management is so important, is it any wonder that GPT has done well since Dugan and Harris assumed command.

    This is my largest position and I will add on any market weakness.
    Jun 2 01:27 PM | Likes Like |Link to Comment
  • Is The Street Predicting A Major Announcement By Colgate-Palmolive? [View article]
    It occurs to me that this and KMB are exactly the kinds of companies that BRK likes and has the financial muscle to buy.
    Jun 1 10:54 AM | Likes Like |Link to Comment
  • An Alternative Design For A Retirement Income Portfolio [View article]
    Is there any reason you don't include solid foreign stocks like RHHBY, NVS, UL, NSRGY, VOD, BHP, CP, CNQ, SU, etc.
    May 24 08:39 AM | Likes Like |Link to Comment
  • Why Should You Maintain A Balanced Diet Of REITs? [View article]
    Brad,

    If you believe x% of assets should be in REITS how would you apportion that among

    mREITS
    Healthcare REITS
    Residential REITS
    Shopping Center REITS
    Industrial REITS
    Specialty REITS (Data centers, Storage, et al)

    Many thanks for your continued insight.

    Steve
    May 7 08:35 AM | Likes Like |Link to Comment
  • Birner Dental Management Services: Accounting Masks Substantial Value Opportunity [View article]
    Whopper,

    I have been following you for five years give or take, and appreciate your work.

    One question: since as you note it normally takes about a year for a new retail location to gain traction, and the chief variables in a dental setting are price and dentist "stickyness", do you have any insight about dentists who work in these corporate practices vs those who work independently, and are these practices underpricing the market?

    Steve
    May 6 08:01 AM | Likes Like |Link to Comment
  • IMS Health Holdings Has Core Position Potential And Should Be On Your Watchlist [View article]
    Competition?

    Downside risk?
    Apr 15 10:59 AM | Likes Like |Link to Comment
  • Is Now The Time To Buy Gevo? [View article]
    Kevin,

    Any chance you can compare SZYM, GEVO, AMRS, FF, and KIOR with some common metrics and time lines?

    Steve
    Apr 6 09:28 AM | Likes Like |Link to Comment
COMMENTS STATS
94 Comments
65 Likes