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No. of Recommendations: 11
NYT's Floyd Norris wrote a piece about how S&P 500 adjusted for inflation is still below peak of March 2000, etc.

There is a chart, as usual when a columnist loves reminiscing about the tech bubble to make some sort of point on current status, that shows the top 25 stocks in terms of capitalization - from March 2000 til now, adjusted for inflation, etc.

http://www.nytimes.com/interactive/2013/11/22/business/Stars...

Of the top 10 stocks, only 3 stocks have registered positive gains. Those are....

IBM
XOM
WMT

which are all in BH's portfolio recently or have been for quite some time..

GE was mainly done for the 10% or 11% coupon so the equity price performance, relatively speaking, is weighted less
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