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

To: Jurgis Bekepuris who wrote (30818)	5/2/2008 12:27:42 PM
From: E_K_S	Read Replies (1) \| Respond to of 78652

Hi Jurgis - I am not sure if Buffet still has his $real/$US holdings, but according to this article it implies he still has the position on. zimbio.com From the article: "...In the time period spanning 2002-2007, the U.S dollar has lost half of its value against the real. Berkshire Hathaway raked in $100 million during 2007 with its holding of the real since the value of it rose 26% during the past 12 months. With the real already up 6.7% this year, the future continues to look promising in regards to Buffett’s holding....". ============================================= I guess a $100 million profit could be considered in material for the size of his portfolio. It's not clear if Buffet has any positions in companies located in Brazil as certain foreign & private company holdings do not always show up in his SEC filings (ie TescoPLC in UK). Perhaps his stock holder's letter for 2008 that will be released next week might shed a bit more light on his foreign investment holdings. It will be interesting to see what comes out of this meeting. I think CNBC will be covering the event. EKS

To: Jurgis Bekepuris who wrote (30818)	5/5/2008 1:18:56 PM
From: Tapcon	Read Replies (1) \| Respond to of 78652

Jurgis, I recall that HW was one of your larger positions. It got hit pretty hard last week and I wonder if you are planning to be patient with the planned turnaround. I'm wondering whether to double down on this one now, with a stop-loss at around 9.50 One of the bloggers on AlphaInvestor shares your earlier view that HW will ultimately turn around notwithstanding the part of its business linked to construction. seekingalpha.com Its coal-cleaning process appears to be growing strong.