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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: JHP who wrote (82971)	8/15/2000 2:53:17 PM
From: Freedom Fighter	Respond to of 132070

JHP, I still think BRK is selling at a price that makes sense. (fair) I also think that as I predicted a few months ago when BRK was getting slammed, the PC insurance market is currently screaming bloody murder that the bottom of the cycle is over. We are in the early stages of insurance pricing returning to adequate levels in a lot of lines. That should mean both better underwriting results, greater float and market share gains for BRK over the quarters to come. I think BRK is going to do very well over the next few years and I still think Warren's ability to both select and attract deals that the rest of us can't get makes BRK worth some premium over the value of the operations if someone else was running the investments. Wayne