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Strategies & Market Trends
Buffettology
An SI Board Since December 1997
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Emcee:  Michael Burry Type:  Unmoderated
Introduction Compact
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3891I agree. I don't own any rails currently. Just trying to be ahead of the Brichardred-9/5/2007
3890I know Buffett's argumentation for railroads, but personally I find them faiJurgis Bekepuris-9/5/2007
3889Berkshire May Buy 25 Percent of Railroad Tuesday September 4, 9:47 pm ET By Joshrichardred-9/5/2007
3888You are right. I looked at it again though and even assuming that it will maintaJurgis Bekepuris-8/23/2007
3887Following Mr. Buffett - albeit maybe a little late by a couple of decades - IPaul Senior-8/22/2007
3886<i>I like the low forward estimated p/e, p/sales, relatively okay (to itseMarc Hyman-8/21/2007
3885You have a point. It is disconcerting to see the avg. ROE in the current five yPaul Senior-8/21/2007
3884With the significant ROE drop for the last 5 years, I have removed DOV from my BJurgis Bekepuris-8/21/2007
3883I'll start upping my few shares of DOV just a very little now as stock contiPaul Senior-8/21/2007
3882I am complementing (and complimenting? :P) you guys with AZN and GSK positions. Jurgis Bekepuris-8/20/2007
3881SNY and UNH- i am with you and have a position in both. FDA is currently scaredSpekulatius-8/20/2007
3880Following Mr. Buffett, I'll take more shares of pharma SNY at current price.Paul Senior-8/20/2007
3879Following Mr. Buffett: I am cutting back just a very little of PTR today. (my Paul Senior-7/30/2007
3878I also don’t know if this has been discussed on this Board, ... but no matter. Ibruwin-7/23/2007
3877I don't know if this has been discussed on the board-- but is there an advanTopannuity-7/22/2007
3876Yes, Concentrated positions. Rarely more than 20 holdings, usually closer to arShane M-7/21/2007
3875Shane M. I usually take small positions to start. Occasionally I will build anPaul Senior-7/20/2007
3874Paul, quick question: Do you "heavy up" on any stocks, or do you staShane M-7/20/2007
3873I'll cross-post to a link to an interview with Bill Miller that I really likPaul Senior-7/19/2007
3872I'll reenter ORI now for a few exploratory shares. Dividend history, low p/Paul Senior-7/17/2007
3871<b>BUFFETT’S RECENT BUYS.</b> For those who may not have seen it, bubruwin-7/13/2007
3870USB - I like USB as well mainly because of the rich dividend yield 4.8%+ @ 33$).Spekulatius-7/11/2007
3869Nice profits! I guess I never looked at MA (and Moody's before it) because oJurgis Bekepuris-7/6/2007
3868I've started culling MA past couple days. In @ ~$45. Trimming @ ~ $162. Paul Senior-7/5/2007
3867I'll follow Mr. Buffett into USB with a small exploratory buy now. forbes.cPaul Senior-7/5/2007
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