http://finance.yahoo.com/news/buffetts-berkshire-sells-most-...Not too many surprises. Added to Wells, what a shock. Decreased stake in Visa, I am holding on there happily so far. Took a stake in PCP, I like that company very much, but am out currently due to valuation. I did have stakes in TIE that PCP bought this week.sw
Big reductions in JNJ and PG two LTBH stocks. Seems to be more in and out trading activity. Interesting
"Seems to be more in and out trading activity. Interesting"http://www.cnbc.com/id/49827014Deere and Co. should please Howard.http://www.flickr.com/photos/iwmfphotos/4749325897/Tim
Howard's no till method shows a deep understanding of soil, but I guess if you are a farmer that is your business so you better understand soil. I wonder what Howard thinks of Genetically modified seeds.
mornin grakf, just to update you, fresh and easy running full page ads, spend 50 $$ get 10 $$ off, and other prmos. Meanwhile Dollar Stores , 4 different brands at least opening on every other block around town along with payday loan joints. i still say tesco will leave this market in 2013, take the loss, and move on. that might be bullish the stock, good luck bud.
Buffett had clearly signaled he would exit JNJ if he could awhile back in comments made on CNBC. He was clearly unhappy with managmenet and all of the problems (McNeil recall, marketing issues on Risperdal etc.) The price went up and he left. Overall things are looking up somewhat with JNJ as new Rx products are taking hold.sw
Interesting to see Buffett selling P&G while Ackman bought almost the same number of shares:http://www.dataroma.com/m/activity.php?sym=PG&typ=aEntirely off topic, Ackman's defense of his position in JC Penney is quite interesting. Recent CNBC interview: http://video.cnbc.com/gallery/?video=3000129020
Ackman is clearly a very smart guy, but he seemed pretty defensive on this one. Probably not one of his better investments.sw
Re Tesco, I think they should ditch the US and focus on China and India as much as possible.
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