Posted by Davy Bui on December 1st, 2008 in Enlightened-American Portfolio, Gurus, Market Commentary
Click here to view the spreadsheet containing all disclosures for my complete equity portfolio, including initial entry points, YTD returns, total returns, etc.
THE ENLIGHTENED-AMERICAN PORTFOLIO SPREADSHEET
Enlightened-American Portfolio: -18.1% YTD (including dividends)
DJIA: -33.4%
Nasdaq: -42.1%
S&P 500: -39.0%
DJ WIlshire 5000: -39.6%
Russell 2000 (smallcap): -38.2%
The portfolio sagged ever lower, finishing November down 18% for the year. In his early years, [...]
Posted by Davy Bui on November 17th, 2008 in Gurus, Pro's Picks
Fairholme Capital, led by Bruce Berkowitz, runs a pretty focused portfolio and I found their most recent filing very interesting:
Berkowitz’s two largest new positions were big stakes in Boeing (BA) and Northrop Grumman (NOC), the win-win US tanker contract trade, if you will. I have both on my watchlist and keep in mind that Berkowitz [...]
Posted by Davy Bui on November 11th, 2008 in Enlightened-American Portfolio, Stock Research
All results US$ unless otherwise noted:
Through nine months of 2008, net operating cash flow (FCF) came in at $1.2B, down 12% y/y. With the Wall Street meltdown, the performance of BAM’s largest segments (commercial properties, power, infrastructure) is reassuring, with increases across the board except for the infrastructure segment, which was partially spun off earlier [...]
Posted by Davy Bui on October 1st, 2008 in Enlightened-American Portfolio
Click here to view the spreadsheet containing all disclosures for my complete equity portfolio, including initial entry points, YTD returns, total returns, etc.
THE ENLIGHTENED-AMERICAN PORTFOLIO SPREADSHEET
Enlightened-American Portfolio: -0.4% YTD (including dividends)
DJIA: -18.2%
Nasdaq: -21.5%
S&P 500: -20.7%
DJ WIlshire 5000: -20.0%
Reuters 2000 (smallcap): -11.3%
Posted by Davy Bui on May 23rd, 2008 in Stock Research
I’m not sure what happened but a previous version of this post was deleted so I’m reposting it. As I said before, a reader saw my mention of BAM in the post about David Winters’ portfolio and asked if I had done any research, which I had. Unfortunately, I didn’t have the discipline [...]
Posted by Davy Bui on May 20th, 2008 in Gurus
T. Boone Pickens, via BP Capital, was fairly active in adding and building positions. Pickens made headlines earlier this year by predicting a drop in oil prices for the first half of 2008 and then quickly backtracking as oil has smashed through record prices. Here are some highlights from the filing:
Reopened a big [...]
