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jtdaniel  Jeff

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  • Fidelity25 2016-04-09 17:15
    very interested in your comments on the arnb deals.. The Cigna Anthem seems to look interesting after the collapse of PFE AGN also EMC Dell - cash value is at 24.1 , any thoughts

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All jtdaniel's Activities

  • jtdaniel commented on Rupert Hargreaves's article 8 hr ago
    Buffett and Airline Stocks
    Airline stocks took off in the third quarter last year after it emerged that billionaire investor Warren Buffett (Trades, Portfolio) had acquired...
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    jtdaniel 01-16 08:30
    • Hi Rupert, 

      Thanks for the fine article. Mr. Buffett may have foreseen deregulation and consolidation (e.g. United Continental), two factors in the increased profitability of US railroads, but I think this was more likely a pure value play on a cyclical upturn. This would have been right out of his play book, with refiner Phillips 66 (PSX) perhaps the most recent of many examples.

      Southwest Airlines (LUV) had been the only airline stock (adequate balance sheet) on my watch list for years, and I bought at 9X EPS on September 15 at $36.92 per share. This was about two months prior to the news that Berkshire had purchased shares of LUV and other US airlines in the 3rd Quarter of 2016. The fact that Mr. Buffett bought into a basket of airlines could indicate a cyclical value play on the industry or simply that the dollar amount of the investment necessitated a basket approach. If this was just a cyclical play, I would expect a 2-3 year holding period.

      Best, dj
  • jtdaniel commented on Thomas Macpherson's article 01-08 21:48
    Getting What You Need
    “You can’t always get you want, but sometimes you get what you need” - The Rolling Stones “A lot of people ask me what index I use to...
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    jtdaniel 01-08 21:48
    • Hi Tom,

      Thanks for a very timely article and thought-provoking questions. There is something to be said for quietly reinvesting dividends and compounding wealth in a few simple businesses that can be confidently held for decades.This enjoyable, repetitive process has helped me to develop a long-term perspective and a real appreciation for the power of compounding. Best, dj
  • jtdaniel commented on The Science of Hitting's article 01-04 21:06
    2016 Year-End Portfolio Review
    This is the fifth year-end portfolio review I’ve written on GuruFocus – as they say, time flies when you’re having fun! I’ll start with...
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    jtdaniel 01-04 21:06
    • Hi Science,

      Congratulations on a fine year and another great article. I am along side you in Berkshire and Microsoft, with no intention of selling either. Snow is spot on that they are among the best companies globally. This is definitely a frustrating market for a value investor, although I think Abbott Labs is worthy of consideration. 2017 could be a good year for takeover arbitrage -- I am in Rite Aid and closely following Monsanto. Best, dj
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