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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Freedom Fighter who wrote (10119)3/4/2000 12:16:00 PM
From: cfimx  Read Replies (1) | Respond to of 78751
 
Wayne, I hear the global warming argument a lot. When I thought about it, I realized that if global warming ( real global warming that everyone agrees on) became an issue for the PC industry, it would be an issue for the WORLD. In other words, those kind of massive disruptions would not allow a company like AOL ( or any OTHER company) to sail through. You've GOT MAIL!! And 400,000 people just perished today! Sorry but I want to make a point. Bottom line, I don't think "global warming" would be good for equities. <g> And if something ISN"T good for equities, and I HAD to own an equity, I can only think of one.



To: Freedom Fighter who wrote (10119)3/5/2000 10:11:00 AM
From: Roy Glen  Respond to of 78751
 
Thanks for your response Wayne. I am going to put some money in BRK (a great way of adding some deep value to my taxable account, which has become far too tech heavy). I am still nervous about it as a long term investment (ten to fifteen years) since I have a hard time imagining that the weird assortment of businesses will still make sense with a second generation of leaders at BRK and the subs.

Roy


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