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Strategies & Market Trends
Buffettology
An SI Board Since December 1997
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Emcee:  Michael Burry Type:  Unmoderated
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2791SI link w/ some comments from the shareholder meeting siliconinvestor.comShane M-4/29/2001
2790Anybody else going to Omaha this weekend? Let me know with a private message.James Clarke-4/24/2001
2789Who does Buffett like in the energy sector? Buffett may invest billions in utilFR1-4/23/2001
2788Paul, great post on CPC. Thanks for an idea that sounds interesting enough to dJames Clarke-4/20/2001
2787Good luck with CPC Paul. I'm still holding mine but will likely be selling Shane M-4/19/2001
2786Okay, I'll take a very small position in Bell Industries. The numbers work Paul Senior-4/19/2001
2785Thanks, for the link, advalorem. That link leads to lots of interesting readingPaul Senior-4/19/2001
2784Paul Senior, Excellent points! Another stock you may want to consider is "KevRupert-4/18/2001
2783Tough day for someone who wants buy stocks but who doesn't like to pay up foPaul Senior-4/18/2001
2782Salton's PB and PE look attractive, but quality of earnings issues undermineBob Rudd-4/3/2001
2781Recent Buffet Filing: "In a filing with the Securities and Exchange CommisKevRupert-4/3/2001
2780Here are a couple of value plays I like: SFP, trading under book with a pe undercgw1948-3/23/2001
2779any thoughts? -------------------- In a ruling that sent Rambus shares plunging,jhg_in_kc-3/16/2001
2778If this is the Buffett --- ology site ... the 2000 Annual Report is out, and theSr K-3/10/2001
2777Picked up DELL today at $20 1/4. After reading James Clarke's ( and other&#doug5y-3/1/2001
2776After sleeping on it, I do believe the bottom is at hand as well. I am awaare thjhg_in_kc-2/24/2001
2775JHG, please don't take this the wrong way but your post makes me think a botDale Baker-2/24/2001
2774Anybody here following AER? Now that I see Mr. Buffett has increased his positiPaul Senior-2/23/2001
2773i am not so sure about the entire tech stock strategy tonight. i think of the nijhg_in_kc-2/22/2001
2772Hi Paul, <ot>GNSS, agreed! Nice return so far. Best regards, TomOldAIMGuy-2/16/2001
2771Thanks, Tom. If SEE drops back, or other people on this thread say they are buyPaul Senior-2/16/2001
2770Hi Paul, Did you see this note on Mr. B's activity with Sealed Air? Message OldAIMGuy-2/16/2001
2769You know what I think of CIEN. As for Dell, I think I got it at a favorable priJames Clarke-2/15/2001
2768James what is your take on Dell earnings and conf. call. Since I no longer own tjhg_in_kc-2/15/2001
2767Mr. Buffett's purchases? www2.marketwatch.comPaul Senior-2/14/2001
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