Tag Archives: Munich Re

How To Find Investment Candidates ?

That’s an interesting question I just received from one of my contacts. This is basically what I replied: Hi M., Most of my time is focused on what I have, specially on the most risky investments, to avoid losing money. … Continue reading

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Stock market is getting better & better

I keep on adding shares of my favorites companies (Wells Fargo, Berkshire Hathaway, Posco, Munich Re), here are the weekly additions: BOT 7 MUV2 Stock 78.500 EUR CHIXDE SEP 23 07:50:52 4.00 BOT 10 BRK B Stock 66.50 USD ISLAND … Continue reading

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Panic yes…! But panic for buying …

I have more and more “panic” that the market recovers before I can deploy the 45% cash left I have , I know how I’d feel in the case I missed a good opportunity… I’d like the market to fall … Continue reading

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Bought some more Munich Re ADRs

Bought 30 more MURGY @ 13.34, the day/year and nearly decade low hurray ! I put a limit order to buy 60 but only half got filled, very strange how that could happen. Anyways its equivalent to just 3 stocks … Continue reading

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Posted in Companies | Tagged | 5 Comments

What is Munich Re’s value (conservative) ?

A couple of fast valuations for Munich Re. Based on historical price/book: I prefer to be conservative and approximately right than precisely wrong so do not expect a discounted cash flow, or something fancy, I just want a 2 minute … Continue reading

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Posted in Companies | Tagged | 15 Comments

What are the investment risks if you buy Munich Re ?

The 3 risks I see with Munich are: 1) another catastrophee, like a hurricane 2) fast rising inflation, 3) higher than expected Japan quake losses. All those risks would directly hit their equity, lowering their book value and therefore the … Continue reading

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Posted in Companies | Tagged | 2 Comments

Added 20 more Munich Re adr

@14.4 now holding the equivalent of 64 German shares (49 mine, 15 from my mother in law). Buffett has 19,259,600 shares with a dollar cost of 2,896 millions thats 150.37 dollars per share (see latest shareholders letter). It has been … Continue reading

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Bought 5 more Munich Re @102.1 euros/share

Praying for lower prices to keep on adding Here are all the transactions and more info: http://investing.kuchita.com/tag/munich-re/ Cheers! jrv

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