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Strategies & Market Trends : Value Investing

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To: James Clarke who wrote (28217)	9/25/2007 10:47:13 AM
From: Kirk ©	Read Replies (1) of 78717

BRKA has bothered me for the WEB premium. What happens to the price of BRKA if Buffett dies? BRKA today reminds me of GE in 2000 when it still had its "Jack Welch Premium" not to mention the daily gushing on CNBC about how much money the reporters were making in the stock they could own. Also, isn't BRKA about 25% cash with negative EPS growth thus a negative PEG? I'd like my "assets" to return better than bank CDs also. Management Effectiveness Return on Assets (ttm): 4.65% Return on Equity (ttm): 11.34% Trailing P/E (ttm, intraday): 14.99 Forward P/E (fye 31-Dec-08) 1: 19.35 PEG Ratio (5 yr expected): N/A Maybe Yahoo doesn't list a 5 yr EPS growth number for some strange reason... hard to believe BRKA won't grow... Compare that to one of my larger holdings and a company I've already made about 16x on since buying it for my newsletter in 1998... LRCX Management Effectiveness Return on Assets (ttm): 21.21% Return on Equity (ttm): 43.29% Trailing P/E (ttm, intraday): 12.24 Forward P/E (fye 25-Jun-08) 1: 12.21 PEG Ratio (5 yr expected): 0.65 Here is another I've been buying for myself and the newsletter portfolio: finance.yahoo.com Trailing P/E (ttm, intraday): 19.96 Forward P/E (fye 31-Oct-08) 1: 13.47 PEG Ratio (5 yr expected): 0.79 Management Effectiveness Return on Assets (ttm): 10.38% Return on Equity (ttm): 18.48% Verigy has a similar cash/share as BRKA but far better returns with it. I think most of the value now is in technology stocks that are not in the headlines.... BRKA is mostly a perceived "value stock" and we've had about 7 years where investors have shunned growth to buy good, safe value stocks... The numbers I posted above for a few of the stocks I buy and sell for added return around a core position show why I think a rotation to growth should occur soon, it not already starting.

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