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raytoei  

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  • A write up on BWLD  [View instapost]
    PS. I do not have a position in BWLD currently.
    Jun 5, 2009. 06:42 PM | Likes Like |Link to Comment
  • Short Interest in Berkshire Hathaway on the Rise [View article]
    today, b-shares went up btween 16 ~ 19%m a short squeeze no ?
    Mar 10, 2009. 08:19 PM | Likes Like |Link to Comment
  • Berkshire Hathaway: Failing Business Model Points to a 35% Decline [View article]
    Rakesh Saxena,

    I am going to file this paragraph away and revisit at the end of the year:

    "In the interim, it is not difficult to see Berkshire Hathaway shares dip well below their November 20, 2008 lows. Look for a decline of 35% from Friday’s levels at some point during the second half of this year.

    Unrealized losses on Berkshire’s put option insurance contracts may well breach $10.5 billion by the time the annual results are announced. Though all four major indices, particularly the Standard & Poor’s 500, would have to hit zero for Berkshire to lose the entire $37 billion at risk, the prospects of the company’s performance being impacted by another $2-3 billion in unrealized losses in 2009 are very real indeed."

    I am very interest by highly intelligent writers who make statements on near term stock movements.

    raytoei
    Jan 31, 2009. 07:46 PM | Likes Like |Link to Comment
  • Status Report: Huntsman Corporation - Hexion Specialty Chemicals [View article]
    "It now appears that in one step HUN has reversed whatever chances existed to avoid litigation via the backstop payment negotiations."

    As the aggrieved party, I doan think HUN should kowtow to Hexion. Any sign of appeasement would be seen as "desperate", what HUN is doing is to squeeze Hexion to choose either bankruptcy or completion of the merger (at a lower price).
    Sep 14, 2008. 11:01 PM | Likes Like |Link to Comment
  • New York Times Company: What I'd Do To Turn Things Around [View article]
    Hi,

    perhaps it would be less painful to invest in a company that is taking meaningful steps to diversify into non-print businesses. Take for example Dow Jones, it has quietly amassed an impressive online presence, dominating the financial news section: marketwatch.com, wsj.com, barrons.com, barchart.com, factiva.com

    cheers!

    raytoei
    who does not have a position in DJ or NYT.
    Apr 23, 2007. 04:19 PM | Likes Like |Link to Comment
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