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Strategies & Market Trends : Buffettology

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To: James Clarke who wrote (2842)	6/3/2001 5:48:10 AM
From: Moominoid	Read Replies (3) of 4691

I think there were plenty of whoops in Buffett's career, certainly early on, I'd have to go through Loewenstein's book again to check some out. USG's chart looks like Iridium :( But it has price to book of 0.7 and a lot of that book is real assets. Analysts consensus is actually for a rebound in profitability for 2002. The question is whether the charge they took last year for asbestos issues is the end of the story? Well, I hadn't looked at this till just now. Buffett has been doing some very strange things recently in my opinion. I wonder if I should sell BRK/B? On another point, DELL looks technically very weak. Vectorvest give a value of about $12 and Market Edge say to short it. I think I will get out right away for a small profit... David

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