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

To: Paul Senior who wrote (33270)	1/12/2009 3:29:07 PM
From: Madharry	Read Replies (2) \| Respond to of 78715

took a very small position in linta. anyone else own ?

To: Paul Senior who wrote (33270)	2/3/2009 3:57:29 PM
From: Jurgis Bekepuris	Read Replies (1) \| Respond to of 78715

Buffett buys 15% yield new HOG bonds. I wish I had access to this deal... Instead I continue to hold common, which does not really benefit from having to pay usurious 15% bond rate. :( Although HOG has itself to blame mostly. In general, this shows that the credit markets are still in deep freeze and getting a loan is near to impossible.

To: Paul Senior who wrote (33270)	2/3/2009 4:13:34 PM
From: Paul Senior	Respond to of 78715

Out of HOG now (as of today). I want to reconsider the situation. HOG borrows $600M at 15% interest. Things must be pretty bad if they have to borrow at that level. And HOG still will pay a dividend? Stock up now a little because loan is from Buffett (and Chris Davis). Mr. Buffett could buy HOG, and pundits often propose that he do that. Looks like his conservatism about the company's prospects make the 15% more attractive. That assured 15%. Or perhaps it's an early clue that Mr. Buffett is eyeing HOG common too. Which might imply a floor to the stock is near. I'll wager HOG stock drops back though after the Buffett news recedes. I suppose I must now look forward to media clips of the geezers (he and Munger) astride their hogs.