Q: Hello gentlemen: I am looking for companies to top up such that their current PE is near or within its last 10 years average. Which of the above is your Most prefer to least. Feel free to add a few more that isn't mentioned above.
Can you name a few US ones , say 4-5 companies. Thank you

Q: EPS growth seems to be unpredictable due to the lumpiness of investment returns, and weather catastrophes. In the 2024 annual report Watsa uses Book Value per share compounding at 18.7% per year for the past 39 years and common stock price compounding at 19.2% (including dividends) as the main performance measure. Buffet suggests predictability of earnings as essential when buying a stock. Yahoo finance used to predict EPS growth 5 years out. While predicting EPS 5 years out is perhaps doable with confidence for KO, for FFH not so much. Clearly over 39 years FFH has done fabulous regardless of EPS lumpiness, but I have held this stock for over 10 years and all of the appreciation has come in the last 5 years or less. I want to buy more FFH, however I am concerned over another flat 5 years. Do you think the focus of the companies investing and underwriting strategy has changed enough to avoid 5 years of dead money? If you had to predict EPS growth for FFH over the next 5 years, what would that % growth be? Would you be comfortable buying at current prices for a 3-5 year hold? Thank you. John

Q: want to raise some cash(tech breaking down technically) in what order would you sell the above listed stocks bearing some are winners and some are losers so what your recommendation sell winners or losers first without getting in to too much specifics. CSU as an example sell now to claim loss or then buy back after 30 days FFH on the other hand is up 60% so sell now and hope to buy back later at lower price. what would you do? Remember i want to raise cash so how would you approach this rebalancing ...thanks for your help