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

To: Spekulatius who wrote (44607)9/27/2011 12:13:34 AM
From: Jurgis Bekepuris  Read Replies (1) | Respond to of 78666
 
Well, I agree with you that BRK upside is the issue of concern. It is IMHO unclear and tough to evaluate.

I still think that the buyback puts somewhat of a floor, but we will have to see.

the buyback is less of a valuation call but more so a call that he cannot generate more value buying other stocks.

This still makes it a valuation call in comparison to other stocks. Unless you are saying that Buffett is growing senile and cannot spot good bargains anymore.



To: Spekulatius who wrote (44607)9/28/2011 9:17:33 PM
From: Difco  Read Replies (1) | Respond to of 78666
 
The Berkshire announcement made me think of the following challenge: As Berkshire and Apple are sitting on piles of cash, who do you figure would start paying dividends sooner after the retirement of their respective leaders? Who do you think will be paying the higher dividend?

If we have enough takers to bet either way, maybe we can keep everybody's forecasts on this board and then check against it in the future.


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