Tilson's Value Picks Part 1: 'Sleep Well' Blue Chips

We are in what history will call 'THE GREAT RECESSION'... there is major opporutnites for those who can invest today - todays investor will be the next generations weathly class. Wealth is truly being transferred - it will just take a generation to see it through. Pay down your debt and invest aggressively.

I’m not pleased to be for looking for “essential” companies to invest in. I’m also not pleased that they’re getting harder to find.

Tilson, you are also making the assumption that the future will allow for stocks to be valued at 20X earnings? Maybe the entire market was ran up, not just housing?

Wall street is waiting for the last half hour of trading for another MASS of SELL OFF. They are baiting in the fish, and then WHAM.

I’ll be glad when the collapse is complete. Then we won’t waste our energy trying to think of ways to prevent it.

Berkshire owns KO and WMT and JJ and a large oil so just buy BRKB shares.

Microsoft looks good now, but in 10 years will companies still be paying for Office when a perfectly good open source replacement exists? And with corporations looking to pinch pennies, will they be buying the latest OS? I think in 10 years linux and other open source OSs will begin to erode MSFTs dominance of the desktop.

Why own BRKA if he's suggesting buying KO, WMT, and JNJ which BRKA has hefty positions in?

These are the suggested prices you may want to buy those stocks at: JNJ($55), KO($40), MSFT($20), WMT($40), XOM($55). You should not buy them at the current price. Good luck!

Buy BRK.B and wait out the storm.

I now live in the United States of Dis-A-Ray. Stocks, people are wondering how they are going to find a highway overpass to sleep under. GET A CLUE... no fix for Housing and credit for homes and we are going to see much lower stock prices. GM and CHRYSLER is either of them fall it will be a Million Jobs. Manufactures, dealers, finance, parts makers, truck drives, rail cars that deliver the cars. We have big problems with core industries and your talking about TARGET who sells stuff we dont even need to live. Fix residental finance and Cars.. or the stock market is going to be 4000...

I'm not excited about any of these buggy whip companies. There's gotta be a bettre place for my long term money, today.

All selection is a defensive portfolio good long term holding......A growth is assured in ten years time....

Hang onto your hats, gang. Notice the XOM price drop after the announcement of record profits? This is more ammunition for the next administration to enact a windfall profits tax, which is totally opposite of what should be done in our current energy situation. We need more money for exploration and development. I just wish our elected leaders were more knowledgeable in economics!!

Tilson's pick of MSFT shows he knows as much about tech as Jimmy Cayne knew about Bear's future. Better keep those VIC conferences going, because your leg work on individual names is pretty weak. or maybe just keep buying BRK.B and let warren's premier position do your work for you.

If you are interested with buying a certain stock, please track its price at least two months before buy. Otherwise, you do not know whether the price is in high side or low side. Panic buying is as bad as panic selling. It is a sure way to lose.

If you are interested with buying a certain stock, please track its price at least two months before buy. Otherwise, you do not know whether the price is in high side or low side. Panic buying is as bad as panic selling. It is a sure way to lose.

I think you guys need to change the name of techticker to something more generic, or not tech-oriented sounding. You guys have been focusing more on the market in general than the tech sector. I'm not complaining, since I love the wider market coverage, I'm just saying...

Whitney Tilson: marketing maven, not market maven. Check out his track record (TILFX). You'd be better off in an index fund and you wouldn't be frustrated when you see your portfolio manager spending all of his time preparing for interviews and in front of a camera.

Someone asked: "Why own BRKA if he's suggesting buying KO, WMT, and JNJ which BRKA has hefty positions in?" As of June 30, 2008, Berkshire Hathaway owns just: 8.64% of KO stock, 0.51% of WMT stock, and 2.21% of JNJ stock. All together, BRK owns shares of 40 different companies (not including the 70+ business that they own outright). With all of those investments, you get mutual fund-like diversification, with a lot of upside potential in the long term. I definitely sleep well at night (with an occasional daytime nap, as well). :)