Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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.

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

To: E_K_S who wrote (30051)	2/15/2008 12:07:30 PM
From: Jurgis Bekepuris	Read Replies (1) \| Respond to of 78774

You might be right that Buffett does not have to disclose shares of foreign companies in 13F although I wonder why he had to disclose GSK shares. Maybe because he bought GSK ADRs while he bought Tesco in Britain. I don't really know. I am also wondering about his Posco PKX holdings that were rumored but again there is no disclosure. USB and WFC adds are tiny, so I would not make much of it, even though I also got some USB and WFC. You are right, I forgot BNI add. However, with current BNI runup, I am hesitant to add to my tiny position. Regarding Kraft, I agree that he sees something there. On the other hand, I am not sure Buffett's low margin buys are very much on target. For example, I still think that McLane purchase was not very good move, although it is tougher to extract its performance from BRKA reports now. I think that KFT is more interesting that KMX though although both have pluses and minuses.