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Non-Tech : Kirk's Market Thoughts -- Ignore unavailable to you. Want to Upgrade?

To: Sr K who wrote (1443)	6/22/2014 4:42:29 PM
From: Jerome	Respond to of 26528

For those that are followers of hedge fund holdings, tomorrow is a big day. Micron reports earnings tomorrow. This is significant because it is a major position in about a dozen hedge funds. (excluding BRK A &B). I do not follow any particular hege fund, but I do make note of stocks that are held by multiple hedge funds. I think that MU does a good report and outlook, because they are reporting on a Monday. If it were to be a poor report I think they would report later in the week to minimize the trashing of the stock. But here is another outcome....Micron beats easily on earnings and raises expectation for the next couple of quarters. But the raised expectations are less than what investors wanted to hear. This could cause a modest pull back. Note: I was optimistic on FNSR........and look how that ended up.

To: Sr K who wrote (1443)	7/2/2014 1:32:17 PM
From: Sr K	Read Replies (1) \| Respond to of 26528

WSJ 10:32 EDT - Berkshire Hathaway(BRK/A) has closed its deal to buy WPLG-TV from Graham Holdings (GHC) , according to the companies. Berkshire agreed in March to buy WPLG, a Miami-based television station, as part of a complex deal that included a share swap. The final details were established at closing: Berkshire will get WPLG, 2,107 of Berkshire's Class A shares and 1,278 Class B shares owned by GHC as well as $328M in cash, in exchange for 1.62 million common shares of GHC owned by Berkshire. The closing came after the Federal Communications Commission approved the deal last week. (anupreeta.das@wsj.com)