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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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3866Re: Walgreens invented the milkshake. I never would've guessed it, but it&Shane M-7/2/2007
3865I think I remember there may be another reader on the thread who also got into HShane M-7/2/2007
3864I'll reach down for a little Walgreen (WAG). 32 years of consecutive earninPaul Senior-7/2/2007
3863OT huffingtonpost.comSr K-7/2/2007
3862I just bought WSC. The divergence from BRK in the last couple of months is too gJurgis Bekepuris-6/19/2007
3861Icahn joins Buffett for a ride on the rails Hedge funds close in on railroads- with a K-5/19/2007
3860Ah ha. We see now that NSC is one of Mr. Buffett's picks. I've got thaPaul Senior-5/16/2007
3859I sold CREE on the pop (before rebasing) today. Bought it some time ago this yeaJurgis Bekepuris-4/27/2007
3858Railroads: Oops, looks like I might not have found or picked the best bet amongPaul Senior-4/8/2007
3857ServiceMaster, in which I presume Mr. Buffett/surrogate still have a position, aPaul Senior-3/19/2007
3856I'll take some ADP now. Sad really: I've been in the stock market for dPaul Senior-3/13/2007
3855Buffett's shareholder letter and BRK's Annual Report are to be released Sr K-3/1/2007
3854I'm buying the stock as it drops. I may yet accumulate an actual decent posPaul Senior-2/16/2007
3853Agree with you on STZ and bought a 1/2 position in STZ today. Stock is undervaluSpekulatius-2/16/2007
3852I'll add more to my small STZ position. While earnings aren't doing so Paul Senior-2/7/2007
3851Paul, good buy on MHP. I agree. Many of my trades are in IRA accounts and it Shane M-1/21/2007
3850Paul, I've actually sold out of COH now. I don't have well defined sShane M-1/21/2007
3849A pick of mine then was MHP. MHP looks expensive to me now at 9x book and aboutPaul Senior-1/11/2007
3848Shane M. I note nice move in your choice of Coach stock (COH): finance.yahoo.cPaul Senior-1/11/2007
3847I relooked at EFX and bought some today.Jurgis Bekepuris-1/10/2007
3846I'm reentering FDC with a small purchase today. (FDC is a Berkshire HathawaPaul Senior-1/4/2007
3845Adding a little more to my few shares of LUK.Paul Senior-12/20/2006
3844Using BRKA at 113,900 that is 13.19% per year and for GE using your numbers thatSr K-12/15/2006
3843I'm looking at a chart from BusinessWeek of the this most recent ten-year pePaul Senior-12/15/2006
3842GE outperformed through almost all of Welch's term, ending 9/10/2001, and BRSr K-12/15/2006
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