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

To: Jurgis Bekepuris who wrote (30319)	5/16/2008 11:52:48 AM
From: Jurgis Bekepuris	Read Replies (1) \| Respond to of 78715

I relooked at UNH and WLP today as Buffett announced increases in both positions. Note that both positions are still pretty tiny for Buffett (~200M per each, compared to billions in his major positions). I also relooked at our discussion with Spekulatius about these two. They look better than KFT, but not much better. Huge goodwill and intangibles pretty much obliterate the equity. In current environment, there is no clarity what kind of issues are there in their "long term investments". Still their balance sheets look better than KFT's. Income is also problematic, but possibly may recover. I am now more on the edge to perhaps buy a small position. But maybe I will sleep it over. :)