++ WHY WHY WHY limit it to WB? Those dead birds at the solar plant may know more ab out IBM 5 years out than HC....++
as far as I know we still haven't heard from buffett since the ibm call, no ? obviously he didn't start that Icahn rumor, we'll know soon enough ?
morning bud, goog the stories about that huge solar facility you see when you drive las vegas to cali and how they are doing vs projections. Not to mention all the dead birds. lol.
morning professor, remind us, who was it that warned us brk was getting too big to, outperform, before it doubled ? R u paying attention ?
ny times , sorkin, goes after liz ?? it must be nice for uncle to have his own private, beettcchhhhhhhhhh !!
ibd, another waste of $$$$$$$$ ?
they started a rumor that the, activist Icahn was a buyer to help save the, apologist, Icahn denied it. The volume was nice tho, well done !!
lol, earth to professor, are you awake bud ? buffett LOVES the engineering going on at IBM, no ? don't trust me, look it up, buffett bought 11 BILLION, with a BBBBBBBBBB of ibm, still with me ? Whats does he lovEEEEEEEEEEE about ibm ? Bro, I didn't even know buffett had an advanced degree from MIT ?
thanks jad, great stuff !! An academic with FACTS and common sense, UNreeeeeeeel.
++ If the U.S. is to achieve growth that distributes income equitably and provides stable employment, government and business leaders must take steps to bring both stock buybacks and executive pay under control. The nation’s economic health depends on it.++
I've been saying this for 20 years !! Winters spoke up while buffett was napping.
jad, i'll read it later but let me guess. IF a public company is run by OVERPAID gangbangers who take 10 % of stockholders equity every 6-8 years or so,for example , KO
++ And don't do any of those silly financial engineering stock buybacks either. ++
professor, after you sober up, remind us, what's the bullish case buffett made for buying brkb ? you really are a very scary guy.
thanks for quoting those experts on divs. Seriously bro, IF buffett had been buying back 3 billion brkb a year for the past 10 years but had never paid a penny in divs, today, brkb would still have no value ? This makes sense to you ? Apple had no value until it paid its first div ? goog, worthless today ? buffets biggest mistake was not understanding the value of NON div paying brk, end of story.
WHY, YY, YYYYYY, does buffett still allow all this Misinformation to be reported every 1/4 ? WHAT has buffett done each 1/4, separate and part from todd and ted ? To allow the press to pump ted and todd picks every 1/4 as if they were part of buffetts buy and hold forever picks is deliberate deception, why does he keep doing it ? Does anyone have the tennis balls to report the FACTS and get disclosure from the TEFLON UNCLE ? How has uncle warren done managing our money for the past 5-6 years, not takeovers just his stock picks ? What has the, opportunity cost been, losing a billion on the Irish banks ,rather than buy brkb a billion on Tesco, buying ibm over brkb, its over 10 BILLION, serious money !! WHO will write THAT story and ask THOSE questions ? Becky? Sorkin ? sureeeeeeeeeeeeeeeeee.
++ Of course, what WEB has been doing is far more important, but we'll have to wait until mid February of next year for that, BRK's next 13F-HR is due 14Feb2015++
morning jad, as you know buffett can disclose his new and improved opinion of ibm any day he wants, prior to feb 15th. If he says he has been a net buyer since the last report, end of story. Since he has been a very active, promoter, of ibm, and in fact spent a page in the annual, promoting ibm , and since many investors like our old pal todd, sold their brkb and bought ibm in large part because of his promoting, he should opine sooner than feb 15th, imo. IF he is selling while leaving the impression that he is still a huge long term fan, he is in fact, helping to con new buyers of HIS stock, no ? That's the problem of following buffett into stocks. To be honest if it drops on the news he was selling, THAT
jad, I think the action in ibm is telling us the projections coming in jan from ginny, IF she is still there, are going to be much lower than expected. The question is, does buffett think down is good AFTER the company misses and guides lower ? Can't the new guidance justify a 150 stock price or lower even if they don't cut the div ?