Message Font: Serif | Sans-Serif
 
UnThreaded | Threaded | Whole Thread (9) | Ignore Thread Prev Thread | Next Thread
Author: stillwater9999 Big gold star, 5000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 212871  
Subject: Changes in Berkshire Holdings Date: 11/14/2012 6:21 PM
Post New | Post Reply | Reply Later | Create Poll . Report this Post | Recommend it!
Recommendations: 3
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
Print the post Back To Top
Author: Grakf One star, 50 posts Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: 195853 of 212871
Subject: Re: Changes in Berkshire Holdings Date: 11/15/2012 5:40 AM
Post New | Post Reply | Reply Later | Create Poll . Report this Post | Recommend it!
Recommendations: 0
Big reductions in JNJ and PG two LTBH stocks.

Seems to be more in and out trading activity. Interesting

Print the post Back To Top
Author: karensie Big red star, 1000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: 195855 of 212871
Subject: Re: Changes in Berkshire Holdings Date: 11/15/2012 6:08 AM
Post New | Post Reply | Reply Later | Create Poll . Report this Post | Recommend it!
Recommendations: 0
"Seems to be more in and out trading activity. Interesting"

http://www.cnbc.com/id/49827014

Deere and Co. should please Howard.

http://www.flickr.com/photos/iwmfphotos/4749325897/

Tim

Print the post Back To Top
Author: downisland Big red star, 1000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: 195857 of 212871
Subject: Re: Changes in Berkshire Holdings Date: 11/15/2012 7:52 AM
Post New | Post Reply | Reply Later | Create Poll . Report this Post | Recommend it!
Recommendations: 1
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.

Print the post Back To Top
Author: hclasvegas Big red star, 1000 posts Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: 195858 of 212871
Subject: Re: Changes in Berkshire Holdings Date: 11/15/2012 8:10 AM
Post New | Post Reply | Reply Later | Create Poll . Report this Post | Recommend it!
Recommendations: 0
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.

Print the post Back To Top
Author: stillwater9999 Big gold star, 5000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: 195860 of 212871
Subject: Re: Changes in Berkshire Holdings Date: 11/15/2012 8:43 AM
Post New | Post Reply | Reply Later | Create Poll . Report this Post | Recommend it!
Recommendations: 0
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

Print the post Back To Top
Author: rationalwalk Big red star, 1000 posts Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: 195864 of 212871
Subject: Re: Changes in Berkshire Holdings Date: 11/15/2012 9:19 AM
Post New | Post Reply | Reply Later | Create Poll . Report this Post | Recommend it!
Recommendations: 1
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=a

Entirely off topic, Ackman's defense of his position in JC Penney is quite interesting. Recent CNBC interview: http://video.cnbc.com/gallery/?video=3000129020

Print the post Back To Top
Author: stillwater9999 Big gold star, 5000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: 195866 of 212871
Subject: Re: Changes in Berkshire Holdings Date: 11/15/2012 10:41 AM
Post New | Post Reply | Reply Later | Create Poll . Report this Post | Recommend it!
Recommendations: 0
Ackman is clearly a very smart guy, but he seemed pretty defensive on this one. Probably not one of his better investments.

sw

Print the post Back To Top
Author: Grakf One star, 50 posts Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: 195867 of 212871
Subject: Re: Changes in Berkshire Holdings Date: 11/15/2012 11:14 AM
Post New | Post Reply | Reply Later | Create Poll . Report this Post | Recommend it!
Recommendations: 0
Re Tesco, I think they should ditch the US and focus on China and India as much as possible.

Print the post Back To Top
UnThreaded | Threaded | Whole Thread (9) | Ignore Thread Prev Thread | Next Thread
Advertisement