TotalReturnInv

Gunnar Peterson

TotalReturnInv’s Activity

Wed May 15

NL

Boards Post

TotalReturnInv replied to the Dividend Growth Investing board. 12:36 PM

Re: PGR up almost 5% today...

From the Markel annual meeting, in reference to their consistently low combined ratio
"Progressive is a Mensa club masquerading as an insurance company" -Tom Gayner

Sun Apr 28

NL

Boards Post

TotalReturnInv replied to the Berkshire Hathaway board. 11:47 AM

Re: Barrons hit the nail on the head.

yet now tells us Berkshire won’t do demonstrably better than the index.
They have literally been saying this for the last 50 years

Sat Apr 27

NL

Boards Post

TotalReturnInv posted to the Berkshire Hathaway board. 10:25 AM

BHE and BNSF in context

Energy
2018 Rev Mkt Cap
Duke Energy $24.5B $65B
Southern Co $23.5B $54B
BHE $19.9B
Dominion $13.4B $61B
Wisc Energy $7.6B $24B

Rail
BNSF $23.8B
Union Pacfc $22.7B $125B
KC Southern $2.7B $12.5B

Fri Feb 22

NL

Boards Post

TotalReturnInv replied to the Dividend Growth Investing board. 9:18 PM

Re: Book on Dividends

Keeping your dividend edge by Todd Wenning

Sun Feb 3

Caps Pick

TotalReturnInv made a pick in CAPS. 2:10 PM

American International Group (AIG) will Outperform the S&P 500

Thu Jan 31

Premium Commons Boards Post

TotalReturnInv replied to the Premium Commons boards. 7:15 PM

Tue Jan 29

NL

Boards Post

TotalReturnInv posted to the Berkshire Hathaway board. 9:23 PM

Kraft Heinz dividend

For a simple business, it sure is hard to understand Kraft Heinz’ numbers. The earnings are high, but cash flow is low.

Wondering if they are on the same path as Bud, towards cutting their dividend, because I do not see that they have [more]

Wed Jan 23

Premium Commons Boards Post

TotalReturnInv replied to the Premium Commons boards. 7:22 AM

Sat Jan 12

Premium Commons Boards Post

TotalReturnInv replied to the Premium Commons boards. 2:20 PM

Mon Jan 7

Caps Pick

TotalReturnInv made a pick in CAPS. 1:43 PM

Apple (AAPL) will Outperform the S&P 500

Tue Nov 27

NL

Boards Post

TotalReturnInv replied to the Berkshire Hathaway board. 6:42 PM

Re: Value Investing learning content

Some people believe that people are receptive to messages from their peeer groups. Here is an recent discussion with young investor Maya Peterson (Early Bird(1)) and Todd Wenning (late of the parish)

[more]

NL

Boards Post

TotalReturnInv posted to the Sustainable Investing Forum board. 12:55 PM

Power of SRI


As a value investor, I look at the potential growth, competitive advantage, fair price, and good management within the company. As a socially responsible investor, the money a company will make next quarter is insignificant relative to
[more]

Fri Nov 23

Caps Pick

TotalReturnInv made a pick in CAPS. 1:28 PM

Brookfield Renewable Energy Partners (BEP) will Outperform the S&P 500

Wed Nov 14

Stock Advisor Boards Post

TotalReturnInv posted to the Stock Advisor boards. 9:30 AM

Sat Nov 10

NL

Boards Post

TotalReturnInv replied to the Berkshire Hathaway board. 7:52 AM

Re: BAM

Not an accountant, but I believe the main thing the do not hold LPs in a tax deferred accoutnant rule is to avoid UBTI hitting an IRA. However, the Brookfield entities are not set up to do that

"Unrelated Business Taxable Income [more]

Mon Sep 24

Premium Commons Boards Post

TotalReturnInv posted to the Premium Commons boards. 7:27 AM

Sat Sep 22

NL

Boards Post

TotalReturnInv posted to the Brookfield Asset Management board. 1:11 PM

Bruce Flatt

Brookfield CEO says we are 10 years into a 50 year infrastructure transformation

https://outline.com/NpJ5nB

NL

Boards Post

TotalReturnInv posted to the Berkshire Hathaway board. 1:10 PM

Bruce Flatt owning the backbone of the global

Brookfield CEO says we are 10 years into a 50 year infrastructure transformation

https://outline.com/NpJ5nB

Fri Sep 7

NL

Boards Post

TotalReturnInv posted to the Manlobbi's Descent board. 8:36 AM

Flatt's Descent

Bruce Flatt descended to Mountain View for a talk at Google called "Durable Principles for Real Asset investing"

https://www.youtube.com/watch?v=vmt1Li1Rnes

Thu Sep 6

NL

Boards Post

TotalReturnInv posted to the Berkshire Hathaway board. 9:58 PM

Bruce Flatt at Google

For all Brookfielders, Durable principles for Real Asset investing

https://www.youtube.com/watch?v=vmt1Li1Rnes

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Boards Stats & Trivia

Big red star, 1000 posts Old School Fool Global Fool
Board Posts 1326
Recs Received 2902
People who have rec'd these posts 919
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Threads Started 643
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Most Frequent Board Motley Fool Rule Breakers
Very First Post Re: Buying positions (5/18/2005)
Percentage of Posts Rec'd 66.14 %
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