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The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", BreckHutHigh asked the members: "What about the long road trips with kids?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: Uwharrie   😊 😞
Number: of 21939 
Subject: Question for Mungofitch
Date: 07/18/24 11:17 AM
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Jim,
Thankfully, over the years you have pointed out a couple of interesting strategies involving buying stock groupings based on various criteria. I seem to recall one or two strategies involving buying stocks with some sort of Value Line ranking criteria. My thinking it was a basket of 30 stocks that are changed every month (or is it every quarter) according to a particular Value Line ranking criteria you named.

I may have all of this recollection completely wrong. I do recall an issue many respondents made to this investment process was related to the paying of short term income taxes. The reason this is being asked is that while my long-term buy and hold process has done well over the years, I'm now looking to put some side money to work and it would be interesting to have this as an additional portfolio strategy running parallel to our larger buy and hold assets.

Anything you can lay out for us is appreciated.

Uwharrie
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This community has written 21,448 posts about Berkshire Hathaway. The article-length ones it recommended most:
BRK: Why Not XOM? · 62 recs · 2024
Second quarter comments · 60 recs · 2023
Berkshire's Profit Contributors · 57 recs · 2023
Summary of 2Q 2026 · 54 recs · 2026
3Q Summary · 53 recs · 2024
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