giofranchi Posted December 4, 2015 Author Share Posted December 4, 2015 Though frankly, if you expect to underperform the S&P why not put the majority of your assets in an index fund and play around with the rest? The majority of my assets are in companies that basically are similar to funds (I think of them as I think about the Wealth Index built by Murray Stahl): TDG, CSU, the Liberty family of companies, BRK, MKL, ROP, FFH… Also GOOG can be thought of as a holding company. As far as I know, they all have outperformed the S&P500 during the last 5 years, with the exception of FFH (which I basically own instead of cash). During the next 5 years they might perform much more poorly than they did in the last 5… I don’t know. Are they expensive right now? Maybe. But so is the S&P500. No? Let’s just say I like the way those companies put together their “funds” better than the mechanical way the S&P500 is constructed. The only companies I own right now that don’t fit the description are AAPL and GILD. They both seem to be high quality and cheap, and they both have outperformed the S&P500 during the last 5 years. Cheers, Gio Link to comment Share on other sites More sharing options...
writser Posted December 4, 2015 Share Posted December 4, 2015 Writser, Some of those ideas you posted seem very interesting. Do you have a screen you use or how did you come across them? I just read a lot. Most of these names have either been written up on this forum or on blogs by forum members. Link to comment Share on other sites More sharing options...
pdoak Posted December 15, 2015 Share Posted December 15, 2015 Writser, Would you mind sharing the blogs that you follow? Link to comment Share on other sites More sharing options...
giofranchi Posted February 2, 2016 Author Share Posted February 2, 2016 Margin expansion efforts at BAX seem to be going the right way: http://seekingalpha.com/pr/16050756-baxter-announces-fourth-quarter-results-provides-2016-financial-outlook Cheers, Gio Link to comment Share on other sites More sharing options...
klarmaniac Posted May 10, 2016 Share Posted May 10, 2016 Does anyone here have an opinion on the baxter/baxalta exchange offer? Thanks :) http://www.baxter.com/news-media/newsroom/press-releases/2016/04-21-16-bxt-bxlt-stock-exchange.page Link to comment Share on other sites More sharing options...
bskptkl Posted May 10, 2016 Share Posted May 10, 2016 Does anyone here have an opinion on the baxter/baxalta exchange offer? Thanks :) http://www.baxter.com/news-media/newsroom/press-releases/2016/04-21-16-bxt-bxlt-stock-exchange.page My opinion is you stand a very good chance of making 7% in a short time. ;) Link to comment Share on other sites More sharing options...
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