No. of Recommendations: 0
Jim, I believe I recall you saying that you own this one? Any thoughts these days?
It's been observed that Warren or Greg (that would be Mr. Buffett and Mr. Abel to me) teased a possible investment in Canada.
Talk about a bolt-on acquisition for Pilot!
No. of Recommendations: 2
This would be a great acquisition. They’re basically rolling up many convenience stores around the world.
Can’t imagine they would sell out to Berkshire.
Plenty of uses for capital here.
No. of Recommendations: 6
Jim, I believe I recall you saying that you own this one? Any thoughts these days?
I did own it, but don't currently. Selling it was likely a mistake.
(on market dips it doesn't tend to dip with everything else, so on one such market dip I sold it and bought good stuff that HAD dipped, and made good money....but forgot to buy back the ATD)
And, since I was silly enough to sell, I haven't tracked it closely enough to have a very good handle on fair value at the moment, so I can't comment on that.
Other than the very obvious: it's cheaper than it was in late Feb, and buying this one on dips has worked more often than not : )
Jim
No. of Recommendations: 1
Thanks for that. I'm about back where I started with it. I'll let you know if Pilot starts buying hand over fist. That would make it one in a row for me, prognostication-wise.
