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Strategies & Market Trends : Value Investing
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To: Jurgis Bekepuris who wrote (31281)6/26/2008 3:06:01 PM
From: Jurgis Bekepuris  Read Replies (1) of 78958
 
I decided to do some reshuffling. I sold MPW and added some to my BAC and IR positions. Both Buffett holdings although I don't think he has a lot of conviction in BAC (compared to his WFC/USB position sizes and purchases).

Buffett was still accumulating IR recently in addition to what he received in IRs takeover of Trane. Cramer touted IR too - not too successfully it appears as the stock continues to drop. Analysis of IR is complicated by multiple purchases and sales of various subsidiaries, but I think it is very cheap.
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