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

To: Paul Senior who wrote (35540)	10/1/2009 4:10:16 PM
From: E_K_S	Read Replies (1) \| Respond to of 78763

Maybe Buffet decided to use some of the gains in his GS investment to buy back the COP shares he sold earlier this year. Buffett still has the VAST majority of his initial purchase. He rebalanced his portfolio and sold only a small percentage of what he had. I believe that BH had 17.5MM shares early 2008, went as high as 84MM shares and is now around 64MM shares. This is 25% reduction, a little re-balancing for some people. BERKSHIRE HATHAWAY, INC 64,485,759 4.35 $2,712,271,023 30-Jun-09 I will have to watch the insider buys to see if Buffet has upped his stake. EKS

To: Paul Senior who wrote (35540)	10/1/2009 4:10:40 PM
From: Paul Senior	Respond to of 78763

Still following the auto retailers, I'll reenter GPI with a small buy. These guys all seem to have lots of debt. After fears (my fear, anyway) that they'd not be able to roll it over, it seems like they will. (maybe) And the stocks are up reflecting that the companies might survive and not go bk. Some stocks up almost 10x from lows. GPI with a p/sales of .14 and p/bk of .88 looks okay to me still for a buy. Saturn cars off the market mean more sales for other brands. Not significant in the scheme of things, but it's enough to remind me again, that for now, cars will be bought and dealerships will sell them. GPI with its geographic and brand diversity, should be able to get its share of business. finance.yahoo.com

To: Paul Senior who wrote (35540)	10/2/2009 10:12:52 AM
From: Arthur Radley	Read Replies (1) \| Respond to of 78763

After the debacle today with (ETMR) I sure needed some good news...and if you bought into (CMN)you might like this PR -- I'm man enough to take my lumps...so ETMR goes to RAW..(:<) Face Masks Offer Protection Against Spreading H1N1 10:00 am ET 10/02/2009 - PR Newswire LITTLE FALLS, N.J., Oct. 2 /PRNewswire-FirstCall/ -- With flu season officially underway on October 4th, Cantel Medical Corp. (NYSE: CMN), a company dedicated to infection prevention and control, recommends that Americans take extra precautions against spreading H1N1 influenza. Crosstex International, a subsidiary of Cantel Medical, is one of the largest U.S. manufacturers of face masks. Best evidence suggests that the H1N1 virus is transmitted through large droplets from sneezes or coughs that travel through the air and land on surfaces. The virus can remain active for up to 24 hours. Because the risk of transmission of the virus skyrockets with every sneeze and cough, face masks are a vital tool in fighting H1N1. Wearing a high-quality, FDA-cleared face mask that covers the mouth and nose can reduce the risk of transmitting the virus. A report from the Institute of Medicine states, "In the event of pandemic influenza, supplies of effective vaccines and antiviral medications are likely to be inadequate to treat a very large number of affected individuals. Therefore, non-pharmacological interventions will be important, including the use of respiratory protection through respirators, medical masks or both." Seth Segel, Executive Vice President at Cantel Medical said, "We know that masks provide one of the simplest, most cost-effective infection prevention tools in the fight against spreading the flu. While seeing someone wearing a mask on a crowded subway can be startling, during flu season, it should actually provide you with a level of comfort. The more people who wear masks, the lower the risk of transmitting the disease, especially in densely populated areas." To keep pace with the global demand for its face masks, Crosstex recently expanded production of its entire face mask line. In particularly high demand are Crosstex Ultra Face Masks, which provide one of the highest levels of filtration available. This surge in orders of face masks, as well as other flu related prevention supplies such as SaniTyze?® alcohol-based Hand Sanitizer and surface disinfectant wipes, has come from distributors, healthcare practitioners, private industry, hospitals and government agencies worldwide. Cantel Medical Corp. (NYSE: CMN) is a company dedicated to infection prevention and control. It provides a wide array of products and services to specialty healthcare markets.

To: Paul Senior who wrote (35540)	10/2/2009 4:09:30 PM
From: Arthur Radley	Read Replies (2) \| Respond to of 78763

Paul, One word of caution on XOM....the energy sector is really hurting here in Texas. Most of my neighbors work in the industry and huge layoffs are taking place.....all levels. My next door neighbor is IT director for Shell......and the Grime Reaper is marching throughout their complex. Gasoline retail prices have dropped about .10 cents in the past week. With that all said, I own XOM. I actually inherited my shares.....an uncle worked for them way back in the early 40s and had purchased about 5 share before heading off to war. One can't imagine what those 5 shares turned into by stock splits. (:>)