Welcome to GuruFocus Investment Space.

Please Join Us to share your investment ideas with more than 100,000 GuruFocus users.

Join      Log in

Today

Yesterday

2017-09-25

  • snowballbuilder commented on Grahamites's article 09-25 00:57
    What Can We Do Now?
    The inspiration for this article comes from a combination of Howard Marks (Trades, Portfolio)' memo “There They Go Again … Again” and...
    View all 5 comments
    snowballbuilder 09-25 01:57
    • Hi Grahamites, interesting article and topic, 

      i ve no general  fit all answer (as you say it depends on personal finance situation, family needed and time orizon, personal investment ability , type of temperament ecc) 

      I would only add at the discussions  what I m actually doing  with my money :

       I ve Made my last buy (ynap.mi) in July 2016 

      second last buy (TIP.mi)  in January 2016 

      I patiently sit on my assets, studing few companies  , reading , keep my eyes open  but enjoying my time with family and friend. 

      If I will I find a really big opportunity tomorrow I would act (no matter where the general markets is) if not I will simply continue to wait... no problem for me.

      i don't reinvest any dividend, I simply let my holding compounds and the side cash build up.

      I ve no  cash target/ limits , no idea on where the market will be next month or next year .... and I actually don't even care much.

      I ve just 6 holdings... one from 2009 , one from 2010...

      I ve take seriously the munger/fisher ways of being really patient  and really selective

      Thanks for sharing and good day to you , JT , Tom and Everyone 

      Snow

2017-09-24

2017-09-23

2017-09-22

2017-09-21

  • jtdaniel commented on Grahamites's article 09-21 19:16
    What Can We Do Now?
    The inspiration for this article comes from a combination of Howard Marks (Trades, Portfolio)' memo “There They Go Again … Again” and...
    View all 2 comments
    jtdaniel 09-21 20:16
    • Hi Grahamites,

      Great and timely article. I was pleasantly surprised to learn that you are long Exxon-Mobil, my go-to dividend stock. With each passing year, I gain a deeper appreciation for the value of a rising dividend that could be reinvested. Of course Exxon will outperform cash over a reasonable time period. I was wondering if you are still in DaVita. It looks like the right kind of stock for this investing environment and I recently began buying in the $57's. Best, dj 
  • Omar Venerio posts: 09-21 16:34
    McDonald's, Texas Instruments Move on Dividend Hikes
    In Thursday trading, U.S. stock market indexes closed in the red. The Dow Jones Industrial Average lost 53.36 points or 0.2% to 22,359.23. The Standard & Poor´s 500 index slipped 7.4 points to 2,500.87 and the Nasdaq Composite index declined 35...
    Comment
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)

GF Chat

{{numOfNotice}}
FEEDBACK