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Strategies & Market Trends : Buffettology

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To: James Clarke who wrote (2810)	5/29/2001 10:21:25 AM
From: Moominoid	Read Replies (2) of 4691

Just been checking out Buffett's latest purchases/sales. Two are puzzling except that he likes TV and power-stations... SJR (TV) has a P/E of 60. GPU (power) has a P/E of 24. Both have terrible returns on assets and equity... GD (General Dynamics) looks better. He's still selling JNY (Jones Apparrel). The technicals look great on this stock. Now the biggest holding in the portfolio I advise on for a relative. Advised today to buy JBX (Jack in the Box). Looks like it could be turning round. Low P/E high return on assets and equity. High profit growth over last 5 years. and only in western US so great growth potential. Reason that it has been beaten down by electricity crisis and BSE scare. Any thoughts on this one? David

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