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Strategies & Market Trends : Buy Berkshire instead of Vanguard S&P (BRKA) -- Ignore unavailable to you. Want to Upgrade?

To: Patsy Collins who wrote (168)	4/17/1999 9:47:00 PM
From: John Stichnoth	Respond to of 313

Or, how about a beaten down sector--like equipment manufacturers? Deere? Ingersoll Rand? Both are right in his target size--$10 bn mkt cap, PE's under 20, proven earnings histories and quality managements. Like you, just thinking out loud. (those guys are confusing, aren't they?) Best, JS

To: Patsy Collins who wrote (168)	4/25/1999 3:07:00 AM
From: David in Ontario	Respond to of 313

Hi Patsy - Buffett will not get into Yahoo! IMO He's not a (new) tech type of guy - likes the traditional type businesses - not the "I-nuts" - so I doubt if he'll grab some YHOO. The broadening in the A/D line and general strength of the market on the upside all bodes well for BRKA. Cramer considers that we have entered into a new Bull market - one that is driven higher by a far broader number and range of stocks. The rise in the Dow from 9-10k was based primarily on just 4 stocks - and of those it was mostly IBM. I am considering picking up some oil/gas stocks: Message 9127566 David :)