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

To: David Bogdanoff who wrote (2975)	1/25/1999 12:34:00 AM
From: Alan Bell	Read Replies (2) \| Respond to of 15132

Bob was rushed in his reply by a commercial break. But in the past Bob has commented on Berksire-Hathaway. He has said that it is dependent on one person - Warren Buffet. Meaning if something happened to Buffet, the valuation premium would quickly disappear. Why take that risk? -- Alan

To: David Bogdanoff who wrote (2975)	1/25/1999 1:12:00 AM
From: Lars	Respond to of 15132

David, >>> 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? >>> I didn't hear this part of the show. If a person is a long term investor (5yrs or longer) this stock is a "raging buy" if I may borrow the Starship Commander's words. Anyone who understands the company knows why. Barring a bear market or global economic meltdown, let's review this topic in 12 - 18 months and see how progress is coming along. This is one of the only companies I continue to buy (as I have done for years). I only hope the correction takes it down some more. Come on Mr. Market. Lars wants to back up his truck big time. I have to do something with all my internut and Mary Kay profits. HA!