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Strategies & Market Trends : The Rational Analyst -- Ignore unavailable to you. Want to Upgrade?


To: Freedom Fighter who wrote (563)4/2/1998 8:48:00 AM
From: Wink  Respond to of 1720
 
Thanks for the link and research Wayne. I particularly liked the info you provided on how the Fed values the market. It was enlightening. I too felt that the S&P was overvalued. Hence when it hit 1100, I sold off my Stock Index mutual fund (which had already made 11-12% this year) and rolled it into two other funds, namely a growth and an international fund. Hopefully these funds are not as overvalued as the S&P, and I will be able to reap some more earnings from them over the remainder of the year. Thanks again. ;>)



To: Freedom Fighter who wrote (563)4/7/1998 3:10:00 AM
From: HeyRainier  Respond to of 1720
 
[ Berkshire Hathaway ]

Wayne,

Thanks for keeping us updated on your website's developments. I've been thinking about Mr. Buffett's narrowing options here in this asset-inflated market, and I'm leaning towards the conclusion that he may have to purchase shares of Berkshire Hathaway via a stock buyback if he can no longer find suitable acquisitions. In this case as well, it would appear that even if Mr. Buffett were to be out of acquisition options, the potential for price appreciation in BRK.A/BRK.B still exists.

Like he did decades ago when assets were comparably inflated, I don't think Mr. Buffett will just get up and quit this time around.

Regards,

Rainier