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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club -- Ignore unavailable to you. Want to Upgrade?

To: Justa Werkenstiff who wrote (2972)	1/25/1999 12:24:00 AM
From: David Bogdanoff	Read Replies (3) \| Respond to of 15132

To all; Interesting is what BB didn't talk about this weekend(as far as I noticed): the submerging markets. Oops. Meant to say emerging markets. Brazil is not out of the woods and many commentators feel that all of Latin America and then China would follow quickly. Yet these events seemingly did not appear on the Starships radar screen. Also interesting is BB's response to a query concerning Berkshire Hathaway. Although BB was very circumspect in his reply, he did mention quickly that he regarded the stock as too "rich" for his comfort level. This is interesting because an insurance analyst recently commenced favorable coverage on that stock and regarded as fair valuation in the low 90k (rather than the current high 60k). Comments anyone? David