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Strategies & Market Trends : Buffettology
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To: jhg_in_kc who wrote (1152)3/15/1999 8:06:00 PM
From: Michael & B.Anne  Read Replies (1) of 4691
 
re: No one dares say the emperor has no clothes

Me too JHG .. I'd drop BRK and look for better returns
.. I just don't know where to go.

The core of our portfolio is BRK and GE.
I like GE ... everyone likes GE ... and it is selling
for a relatively low p/e multiple of 39 times earnings.
On one hand, that seems a little high, but then again
it seems so very popular right now.

And perhaps the inference inherent in your post is correct
-- earnings do not matter -- (forget the concept of quality of earnings)

it is all so confusing.

regards

best of luck in your voyages
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