Billionaire Boys Club Member Forum (BBCMF)

[midastouch017]

Hi Mick,

TEVA is indeed my largest holding in my portfolio,
at no time is it less than 35% of it, sometimes a bit more.
As i once wrote, look at the longest range comperative
chart, and insert any other stocj you know, and see who
beats whom over the long term,

http://finance.yahoo.com/q/bc?t=my&s=TEVA&l=on&z=m&q=l&c=pfe%2Cjnj%2Cexe%2Ccat%2....

With another stocks,(including BRKa!)

http://finance.yahoo.com/q/bc?t=my&s=TEVA&l=on&z=m&q=l&c=brka%2Cibm%2Caapl

Try inserting any other company you want into the comperative
box, and see the results.

An real eyeopener, is it not?
[Naturally an outstanding good performer in the past does
not neccesarily ensure future perform remains the same.]

In general i prefer Israeli companies, not because
they are necessarily better, but because:

a/A lot more info available for me in Hebrew and English,
in the israeli media.

b/I can always pick up the phone and chat with Headoffice
officials in Hebrew.... and pick up impressions, data,
and various tidbits to finalise the puzzel.

c/Most companies are close, i can always go inspect the
premises, casually interogating employees, nice chatting
etc...

d/Israeli companies have a double safety net(for me)
controlled by Israeli SEC and USA SEC.....so hardly a
chance of hanky panky stuff happening.(With both different
but strict measures the chances of comitting 'mischief' is
greatly reduced.)

e/some of the stocks are dually traded, in Tel-Aviv stock
exchange, as well as in the US, like TEVA, ESLT, and many others....

My choice and picks of the small caps Israeli companies
i own, plus targets are in

(#msg-7956246)

Regards,

Dubi