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 Berkshire Hathaway (BRK.A) (Page 3)
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| Author | Topic: Berkshire Hathaway (BRK.A) |
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pokeboy |
posted 12-27-1999 06:46 PM
 
BRK is about to finish its first down year since 1990 (it's down about 23% so far this year). Any opinions on whether this might be a buying opportunity? |
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eagle |
posted 01-23-1999 02:36 PM
Paine Webber began covering Berkshire and decided on an 'attractive' rating on 1/21/99. |
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Ronnie Rogers |
posted 12-28-1998 02:23 PM
Wow, that’s 31 companies. Buffett always said investors should only hold 6 to 10 stocks, the ones they are most confident in. I guess BRK is getting so big that he has more money than he knows what to do with. |
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mr big |
posted 12-22-1998 12:57 PM
Warren Buffett's Berkshire Hathaway revealed holding 5,175,000 Nike Inc. (NKE) common shares as of June 30, 1997, according to a recent confidential Form 13F covering the second quarter of 1997. Buffett had requested confidential treatment of his Nike holding, as well as other holdings, with the SEC causing his ownership in the company to be omitted from Berkshire's quarterly Form 13F filings. Under confidential treatment, the ownership in a company is disclosed with a one-year delay. Buffett's other holdings disclosed in the Confidential Form 13F covering the 1997 second quarter are as follows: American International Group (AIG) -- 1,839,900 shares Arrow Electronics (ARW) -- 1,700,000 shares Burlington Northern Santa Fe -- 500,000 shares Costco Companies (COST) -- 555,000 shares Walt Disney (DIS) -- 23,644,414 shares Federal Home Loan Mortgage -- 63,977,600 shares Fannie Mae (FNM) -- 6,764,200 shares First Bank System -- 2,608,567 shares First Empire State Corp. -- 506,930 shares Gannett Inc. (GCI) -- 2,256,100 shares The Gap Inc. (GPS) -- 125,000 shares General Dynamics Corp. (GD) -- 4,138,471 shares International Flavors Fragrances (IFF) -- 1,199,850 shares Manpower Inc. (MAN) -- 3,682,300 shares Mattel Inc. (MAT) -- 11,375,000 shares McDonalds Corp. (MCD) -- 20,634,100 shares Morgan Stanley Dean Witter (MWD) -- 3,609,300 shares Torchmark Corp. (TMK) -- 331,281 shares US Bancorp -- 800,000 shares UST Inc. -- 2,730,200 shares Wal-Mart (WAL) -- 4,345,700 shares Wells Fargo Co. (WFC) -- 7,844,118 shares Zenith National Insurance Corp. (ZNT) -- 853,655 shares Berkshire's other stock holdings as disclosed in its latest Form 13F covering the 1998 third quarter are as follows: American Express (AXP) -- 50,536,900 shares (according to a recent Form 4 filed with the SEC) Coca-Cola (KO) -- 200,000,000 shares Gilette Co. (G) -- 96,000,000 shares MT Bank Corp. (MTB) -- 506,930 shares PS Group Holdings (PSG) -- 1,208,032 shares SunTrust Banks (STI) -- 6,641,400 shares Washington Post Co. (WPO) -- 1,727,765 shares Wesco Financial (WSC) -- 5,703,087 shares |
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Scott McCormick |
posted 12-18-1998 03:50 PM
Buffett has consistently bought large caps. Is that because he has so much money to manage that he has no choice, or that he things this is where the best investments are? I’ve heard a lot of people saying small caps are where the bargains are now, which theoretically means that we have an advantage over Buffett 
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newsman |
posted 12-04-1998 10:52 AM
Here’s BRK’s most recent financial statement: http://www.berkshirehathaway.com/qtrly/3rdqtr98.html |
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Ronnie Rogers |
posted 12-02-1998 11:22 AM
According to a report at Bloomberg: "The London Times reported, citing unnamed "insiders" (i.e. triple hearsay, so handle with care) that Buffett may wait for LTCM to stabilize before making an offer to take over 90% stake from the 14 banks that originally bailed out the fund for $3.6 billion. LTCM is currently worth $3.8 billion, the paper reported." |
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DC Dave |
posted 12-01-1998 11:28 PM
Yes, that’s true. Here’s the story: http://www.nypostonline.com/business/5785.htm |
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Lee R |
posted 12-01-1998 05:02 PM
Trader Joe - I haven’t heard that one, but I heard on CNBC that Buffett might be considering a buyout of hedge fund Long Term Capital Management. |
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Ed |
posted 11-24-1998 11:51 AM
Buffettology, has anyone read it? I read it and have gone through the chapters and noted the methods used for valuation of investments. I seem to get various answers to the valuation question depending on which chapter I refer to. Has anyone else notice the inconsistency? I'd like to find someone who read it and would like to discuss the different methods. |
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Trader Joe |
posted 11-19-1998 11:57 PM
I heard a rumor that BRK might be buying Merrill Lynch. Of course, due to lax reporting requirements we won’t know for sure for 12 months, but has anyone heard anything about it? Does it seem like the type of investment Buffett would make? |
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Mayor of Investorville Administrator |
posted 11-14-1998 12:12 PM
Berkshire Hathaway Inc. is a holding company owning subsidiaries engaged in a number of diverse business activities. The most important of these is the property and casualty insurance business conducted nationwide on a direct basis and worldwide on a reinsurance basis through a number of subsidiaries collectively referred to in this report as the Berkshire Hathaway Insurance Group. (source: annual report) For detailed research on this stock, visit http://www.investorguide.com/cgi-bin/research.cgi?name=BRK.A |
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