Skip to main content
Message Font: Serif | Sans-Serif
No. of Recommendations: 0
What a good idea!!

It doesn't suit my temperament but I think it is a good solution to the problem. The only form of leverage I use are Instalment Warrants on my bank holdings in Oz.

I noticed in your profile you're also a QBE holder - ditto, about 6% of my portfolio and held it for a number of years now.

It sounds like we have fairly similar investment ideas and you're either in Australia or NZ - a couple of my other holdings which I think are good companies run by great people are Hunter Hall International (HHL) run by a guy called Peter Hall and Sabre Group (SBE). Check them out and let me know what you think.

Hunter Hall I think is overpriced at the moment and I have a value of about $1.35 - $1.45 on it, but Sabre Group is excellent value at present prices and most of their profits come from the UK.

I will have to go back to the drawing board and give your idea some more thought....

Print the post  


When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Contact Us
Contact Customer Service and other Fool departments here.
What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.