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Gold/Mining/Energy : Imperial Metals (IPM.T) -- Ignore unavailable to you. Want to Upgrade?

To: Italian Investor who wrote (358)	4/23/2010 1:03:02 PM
From: Italian Investor	Read Replies (1) \| Respond to of 1366

BAX is down about 20% the last few days starting to trade at respectable price levels. AAPL I believe is the 3rd largest company in the S&P now behind MSFT and XOM I missed that name when it was cheap 30-40 range years back.

To: Italian Investor who wrote (358)	4/24/2010 3:47:26 AM
From: refugee investor	Read Replies (2) \| Respond to of 1366

Good luck with WTM. With enough time it should do OK. I would like to own BAX, J&J, MO, ADP and PFE myself too. Not keen on Kraft for some reason--partly because I hate their cheese, but also I remember Munger saying a few years ago that because they (BRK) have so much money now they have to buy Kraft, and also because Buffett did not like the way they sold their pizza business (to Nestle!) or how much they paid for Cadbury. For boring companies, even IBM is looking very reasonable. Do you have any sort of target valuation for LUK?