SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Gold/Mining/Energy : Imperial Metals (IPM.T)
IPM 1.890+0.5%3:59 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Italian Investor who wrote (358)4/24/2010 3:47:26 AM
From: refugee investor  Read Replies (2) of 1366
 
Good luck with WTM. With enough time it should do OK. I would like to own BAX, J&J, MO, ADP and PFE myself too. Not keen on Kraft for some reason--partly because I hate their cheese, but also I remember Munger saying a few years ago that
because they (BRK) have so much money now they have to buy Kraft, and also because Buffett did not like the way they sold their pizza business (to Nestle!) or how much they paid for Cadbury. For boring companies, even IBM is looking very reasonable.

Do you have any sort of target valuation for LUK?
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext