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Strategies & Market Trends : Value Investing
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To: Jurgis Bekepuris who wrote (33559)2/19/2009 7:15:09 PM
From: Paul Senior  Read Replies (2) of 78903
 
I have no idea what you are talking about.

In your prior post you said, "Pleaaaaaase. I hear another macro comment on this thread, I am going to puke."

Then this post about macro, macro, macro.

====================================

I can't see BRK as a long buy now. As I see it, it's similar to my JNJ comment. In 4th q JNJ stock was up, some 'smart' people were selling. Now it's down. We don't know yet if they are buying back into it. 4th q for BRK stock was up, and 'smart' people were selling. Stock is down now too -- "after stocks have crashed" - and we don't know if 'smart' people are now buying. I suspect not.

There's Mr. Buffett's famous #1 fan, Mr. Pabrai bailing -- selling 94% of his position; also sales by his neighbor Wallace Weitz; also sells made by Bruce Sherman and Marty Whitman. Countered with a buy by David Winters.

In my opinion this stock is still overpriced for this market given its ttm p/e of 16.

I have no intention of calling a short on BRK, or any short for that matter, value investing.

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