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

To: Jurgis Bekepuris who wrote (33559)	2/19/2009 6:27:59 PM
From: Jurgis Bekepuris	Respond to of 78958

BTW, I'll be first to acknowledge my limitations in using value investing. Right now, I plan to use value investing for my portfolio until 2011. If the results are not satisfactory in this time period, I am going to switch to Graham passive investor approach (50% index fund + 50% bonds or close to that). So far I am satisfied with my results, considering that I am close to 100% stocks. My results - and almost everybody else's - would have been better if we were 25-50% in bonds last year like Graham advises ( Treasury bond return approximation are mentioned for example here: marketwatch.com{DF975A68-D5DB-4A4C-BAE6-8BC06D268B73} ).

To: Jurgis Bekepuris who wrote (33559)	2/19/2009 7:15:09 PM
From: Paul Senior	Read Replies (2) \| Respond to of 78958

I have no idea what you are talking about. In your prior post you said, "Pleaaaaaase. I hear another macro comment on this thread, I am going to puke." Then this post about macro, macro, macro. ==================================== I can't see BRK as a long buy now. As I see it, it's similar to my JNJ comment. In 4th q JNJ stock was up, some 'smart' people were selling. Now it's down. We don't know yet if they are buying back into it. 4th q for BRK stock was up, and 'smart' people were selling. Stock is down now too -- "after stocks have crashed" - and we don't know if 'smart' people are now buying. I suspect not. There's Mr. Buffett's famous #1 fan, Mr. Pabrai bailing -- selling 94% of his position; also sales by his neighbor Wallace Weitz; also sells made by Bruce Sherman and Marty Whitman. Countered with a buy by David Winters. In my opinion this stock is still overpriced for this market given its ttm p/e of 16. I have no intention of calling a short on BRK, or any short for that matter, value investing.