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To: KevRupert who started this subject2/21/2001 7:19:20 PM
From: KevRupert   of 252
 
Berkshire (12092) Fund:

Timba. Thank you for your excellent analysis on ali. Washington Post had front page story on assisted living. Alterra was mentioned many times in a less then positive way. I will watch this one but not commit further at this time.
For Berkshire Hathaway fans on the board, take a look at Boulder Total Return , a closed end fund. They have a site, bouldertotalreturn.com. About 31% of portfolio is in Berkshire and most of the remainder in reits and relatively good value plays. Currently at a 15% discount. I requested a report to review the expense ratios, but this may be an interesting holding for value investors.
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