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Strategies & Market Trends : Value Investing

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To: cfimx who wrote (5024)9/19/1998 12:03:00 PM
From: Sonki  Read Replies (1) of 78478
 
how about Buffet sold bonds and moving into stocks every time dow is
below 19-21% below the top? Fear has prompted bonds to build in rate cuts to come. Maybe he is holding cash cuz he has not invested any new mony that came in since last May.

once i heard that if u add all the stocks or holdings in his portfoilo and u take the what brkA/B is trading for u will find that Brk shares were higher then the stocks he held.

i wonder if that means difference was cash or just his (BRK name).
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