Comments on: Big Companies http://www.oldschoolvalue.com/blog/investing-perspective/big-stable-companies/?source=rss Perform Stock Valuation Automatically Sat, 11 Feb 2012 19:05:47 +0000 http://wordpress.org/?v=2.9.2 hourly 1 By: Jae Jun http://www.oldschoolvalue.com/blog/investing-perspective/big-stable-companies/comment-page-1/#comment-1277 Jae Jun Mon, 19 Jan 2009 05:46:21 +0000 http://www.oldschoolvalue.com/blog/?p=137#comment-1277 Happy New Year. Nice to have you back. The decision was tough between UNH and WLP. I understand why Buffett and many other Gurus hold both. I was also contemplating holding both but just chose UNH from a numbers point of view. They both have good moats so I chose UNH which was more contrarian as they were going through the whole stock option scandal thing to make things cheaper. Happy New Year. Nice to have you back.

The decision was tough between UNH and WLP. I understand why Buffett and many other Gurus hold both. I was also contemplating holding both but just chose UNH from a numbers point of view. They both have good moats so I chose UNH which was more contrarian as they were going through the whole stock option scandal thing to make things cheaper.

]]> By: Dominican http://www.oldschoolvalue.com/blog/investing-perspective/big-stable-companies/comment-page-1/#comment-1268 Dominican Sat, 17 Jan 2009 16:23:14 +0000 http://www.oldschoolvalue.com/blog/?p=137#comment-1268 Jae Jun, Happy new year. I have been out of town and have not had a chance to check out your site since the last update. It looks great. In respect to your decision to invest in UNH, what did you think of it competitor WLP? Why UNH versus WLP when it is a smaller (your preference) and well managed company who has also been beaten up. Also, its exposure to government sponsored programs is less than that of UNH. What do you think? Jae Jun, Happy new year. I have been out of town and have not had a chance to check out your site since the last update. It looks great.

In respect to your decision to invest in UNH, what did you think of it competitor WLP? Why UNH versus WLP when it is a smaller (your preference) and well managed company who has also been beaten up. Also, its exposure to government sponsored programs is less than that of UNH. What do you think?

]]> By: Jae Jun http://www.oldschoolvalue.com/blog/investing-perspective/big-stable-companies/comment-page-1/#comment-283 Jae Jun Sat, 16 Aug 2008 04:02:55 +0000 http://www.oldschoolvalue.com/blog/?p=137#comment-283 @ Mark I've been tempted to play with options, but just can't bring myself to do it yet. @ Luis I got into UNH for the exact same reason you mentioned. Large companies offer great opportunities when beaten down but I still prefer a beaten up great small cap. @ Mark
I’ve been tempted to play with options, but just can’t bring myself to do it yet.

@ Luis
I got into UNH for the exact same reason you mentioned. Large companies offer great opportunities when beaten down but I still prefer a beaten up great small cap.

]]> By: Luis http://www.oldschoolvalue.com/blog/investing-perspective/big-stable-companies/comment-page-1/#comment-273 Luis Tue, 12 Aug 2008 02:01:09 +0000 http://www.oldschoolvalue.com/blog/?p=137#comment-273 I agree with your statement regarding coverage and slow growth of some of the majors. However, when the majors get beat up for whatever reason and they can produce consistent gains to the tune of 15% a year as Buffet has proven many times. Look at past Buffet trades such as KO and current ones such as UNH, WLP, WFC, BNI, IRM, etc. All big companies that the voting machine has discounted at one point or another allowing for great returns (well above GDP) over time. I agree with your statement regarding coverage and slow growth of some of the majors. However, when the majors get beat up for whatever reason and they can produce consistent gains to the tune of 15% a year as Buffet has proven many times. Look at past Buffet trades such as KO and current ones such as UNH, WLP, WFC, BNI, IRM, etc. All big companies that the voting machine has discounted at one point or another allowing for great returns (well above GDP) over time.

]]> By: Mark Perkins http://www.oldschoolvalue.com/blog/investing-perspective/big-stable-companies/comment-page-1/#comment-272 Mark Perkins Tue, 12 Aug 2008 01:22:08 +0000 http://www.oldschoolvalue.com/blog/?p=137#comment-272 thats why everybody plays large-caps with options. its easy to get a quick 200% with options or leverage. thats why everybody plays large-caps with options. its easy to get a quick 200% with options or leverage.

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