Boulder Income Fund has a 25% stake in Berkshire.
Leucadia is highly diversified and has an appetite for risk.
The Stock Diagnostics model reshuffled the lineup for 2013.
Apple is a little like Microsoft during the late 1990s tech bubble. So I sold.
Buffett likes to have an economic moat that deters competition for his holdings--and I would like to do the same.
Berkshire is beginning to perform relatively better than it did last year.
The primary motivation for selling those particular stocks was that all had their earnings estimates reduced by some Wall Street analysts.
One way to reduce correlation with the S&P: find stocks with a history of lower volatility than the index.
Dollar General was purchased by a private equity group whose management input has helped produce excellent earnings.
I like investing in retailers because you can keep your finger on their pulse by visiting their stores.