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Stocks B / Berkshire Hathaway


Subject:  OT: Predictions for 2013? Date:  12/31/2012  1:27 PM
Author:  StevesStox Number:  197368 of 224998

Anyone interested in having our own Barron's Roundtable about investing in 2013? I'll start with my thoughts, and will love to hear yours:

Berkshire. Well I have officially joined the cult and now BRK-B’s make up 50% of my investable assets. I really feel like the downside is limited at these levels, and if the last time Mr. Buffett initiated a buyback is any indication, than forward returns from these levels should be quite satisfactory (according to Tilson, BRK soared 83% in the year following the last buyback). While I highly doubt this type of return will occur, a 25% adjustment upwards could happen very quickly if Mr. Market changes its bearish tone towards the insurance industry. And I do believe that has been the major headwind to BRK that many people aren’t talking about, in addition to the Ga