mkreisel

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Let Warren Buffett Handle Your Portfolio

With so many other insurance firms in trouble, don't you guys think insurance premiums are going to firm up a little bit, especially those super-cat reinsurance stuffs?

Dec 31 23:44 pm |Rating: 0 0 |Link to Comment |View article
Dow's Rohm & Haas Acquisition: Simple Math

If ROH deal falls apart, does that mean BRK's 3 billion convertible deal is also gone?
Dec 31 18:45 pm |Rating: 0 0 |Link to Comment |View article
Cash Is Not Yet King When it Comes to Market Performance

I think linking one month stock performance with any fundamental metrics is quite bogus. The number you quoted for BRK.A is also wrong: the 106 billion number must include all equity investments that went down the drain during Q4.

If the author can't get this kind of basic facts right, I have to question the entire premise of this article.

Dec 31 18:43 pm |Rating: +2 -1 |Link to Comment |View article
Berkshire Valuation Questionable as Business Fails Guidance Tests

Rakesh, if Berkshire has to recognize the full $48B of the notional value, it means you would have already been vaporized in the nuclear fire of World War III.

Do you understand what it means for the world if stock indexes all go to zero?
Nov 09 22:27 pm |Rating: 0 0 |Link to Comment |View article
Finally, Three Reasons to Buy

Retail suckers are now using the (in)famous "it's different this time" slogan to bash Buffett again!

What better buy signal can you get?
Nov 02 17:57 pm |Rating: 0 0 |Link to Comment |View article
A Bailout for Berkshire?

If all indexes go to zero, which probably will happen in a Global Thermonuclear War, Buffett stands to lose $40B on his index puts.

Oct 26 16:15 pm |Rating: 0 0 |Link to Comment |View article
An Opportunity for Patient Investors - Barron's

NOK has just as much cash as a percentage of market cap compared to MOT, and is in much better competitive position. I'm wondering why Barron's mentioned that perma-loser MOT, while leaving the out the much better NOK.
Oct 26 16:08 pm |Rating: 0 0 |Link to Comment |View article
5 Reasons to Ignore Buffett

The same crowd also bashed him mercilessly in late 1999. That was a funny episode.
Oct 26 16:05 pm |Rating: 0 0 |Link to Comment |View article
5 Reasons to Ignore Buffett

All these Buffett bashing by small retail types makes me think that the bottom is really close.

Oct 26 16:04 pm |Rating: 0 0 |Link to Comment |View article
Buffett's MidAmerican Energy To Buy Constellation

Moody's downgrade, and Buffett swoops in.

Do you see the link here?
Sep 18 23:44 pm |Rating: 0 0 |Link to Comment |View article
Buffett Warned Us in 2003

Lots of funny comments here.

It seems nobody understands what great deals those Buffett index puts are! Well, written puts backed up by cash is nothing but well-paid limit buy orders! They are only dangerous if one's buying can't cover the entire liabilities.

Sep 18 23:43 pm |Rating: 0 0 |Link to Comment |View article
AIG Bailout Signals End to American Values

This AIG deal is highway robbery committed by the US government against AIG shareholders.

Before you die-hard "moral hazardist" start having knee-jerk convulsions, please use your brain first.
Sep 18 23:38 pm |Rating: 0 0 |Link to Comment |View article
Berkshire Hathaway: Like a Kid in a Candy Store

Warren paid around 45 for his PKX.
Aug 26 17:14 pm |Rating: 0 0 |Link to Comment |View article
Berkshire Hathaway: Like a Kid in a Candy Store

If Buffett had sold his COP, he wouldn't have flown out to the oil sand country. I guess someone never bothers to read the 13F-HR, but instead relies on BS from the financial media.

Aug 25 14:11 pm |Rating: 0 0 |Link to Comment |View article
Canadian Oil Sands: Gates and Buffett Visit

It's not to late to get a degree in petroleum engineering.
Aug 24 02:39 am |Rating: 0 0 |Link to Comment |View article

mkreisel is a Top 50 Commentor

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Wall Street Breakfast - Sample Wall Street Breakfast: Must-Know News by SA Editor Rachael Granby Bank trio becomes duo. Wells Fargo (WFC) will become the largest U.S. bank by branches with its bid for Wachovia (WB), after Citigroup (C) withdrew from compromise negotiations late yesterday on concerns about the quality of some of Wachovia's assets. Wells Fargo, with a bid valued at $11.4B, expects the purchase to be completed by the end of the year, and denies it will have to absorb assets shakier than originally thought. Government considers next steps. As the financial crisis continues to worsen, the U.S. government is considering two dramatic steps to turn around, or at least slow, the damage: guaranteeing billions of dollars in bank debt and temporarily insuring all U.S. bank deposits. The moves, which would mark the government's most extensive intervention to date, are in discussion stages only. Credit stays frozen. As frozen credit markets refuse to thaw, the cost of default protection on corporate bonds reaches new global records amid investor concerns the credit crisis will trigger corporate failures as companies struggle to finance their businesses. Interbank lending remains limited, and borrowing from the Fed's expanded discount window continued its trend of setting new highs every week, as the total daily average rose to $420.2B vs. $367.8B last week. Oil demand withers. The International Energy Agency warned Friday worldwide oil demand... Email continues...
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Jim Cramer's Picks -
Sample

Better Choices - Cramer's Lightning Round (10/15/08)

by SA Editor Rachael Granby

Stocks discussed in the lightning round session of Jim Cramers Mad Money TV program,
Wednesday, October 15.

Bullish Calls:

Continental Resources (CLR) -- "This is a remarkable decline. All of the high quality ones are down so much, I can't go against it. This is where you pull the trigger.
3M (MMM) -- The moment this stock starts yielding 5%, I'm a buyer. Until then, keep your powder dry.

Bearish Calls:

Computer Sciences (CSC) -- This is a company that was going to be bought, but they passed up the chance. Now I don't want to buy it."
Annaly Mortgage (NLY) -- I think this is a business model that needs to borrow money. Definitively do not buy."
Northrop Grumman (NOC) -- You can't own the defense stocks right now. If I had to own one, I'd look at Lockheed Martin (LMT) with its good dividend.
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mkreisel

Comment Stream » BRK.A

Filter comments by:

Or filter by symbol:

Let Warren Buffett Handle Your Portfolio

Dow's Rohm & Haas Acquisition: Simple Math

Cash Is Not Yet King When it Comes to Market Performance

Berkshire Valuation Questionable as Business Fails Guidance Tests

Finally, Three Reasons to Buy

A Bailout for Berkshire?

An Opportunity for Patient Investors - Barron's

5 Reasons to Ignore Buffett

5 Reasons to Ignore Buffett

Buffett's MidAmerican Energy To Buy Constellation

Buffett Warned Us in 2003

AIG Bailout Signals End to American Values

Berkshire Hathaway: Like a Kid in a Candy Store

Berkshire Hathaway: Like a Kid in a Candy Store

Canadian Oil Sands: Gates and Buffett Visit

mkreisel is a Top 50 Commentor