Sovestor

Murdoch: Without eTablets, 'Newspapers Will Go Out of Business'

We agree with Murdoch that traditional newspapers will likely continue to face significant business model and economic problems down the road unless the delivery mechanism and devices are updated radically to allow unique newspapers to distribute news and unique editorial contents in real-time. Other wise, we all will eventually just read news online from news aggregation services. Overtime, any industries any activities will be more online, more real-time, more commoditized whether we like it or not.

Burlington Northern Santa Fe Acquisition Promises Growth for Berkshire Hathaway

Buffett does deals with speed of light and full heart. The Burlington deal only took 10 days according to CNBC. On top of that, Buffett does not hire any investment banking advisors. That is unbelievable.


On Nov 04 06:19 AM Mad Hedge Fund Trader wrote:

> dty You’ve got to hand it to Warren Buffett, who never does anything
> half heartedly. The stunning news that his Berkshire Hathaway (BRK/A)
> is paying $44 billion for the 73.4% of Burlington Northern Sante
> Fe (BNI) he doesn’t already own, a 30% premium, had punch drunk traders
> picking themselves off of the floor. The other rails rocketed, like
> Union Pacific (UNP), CSX (CSX), and Kansas City Southern (KCSR).
> The deal is the Oracle of Omaha’s largest in his career, and took
> the BNI board all of 15 minutes to approve. For me this deal speaks
> volumes about the long term trends in the US economy as seen by its
> greatest investor. It screams Commodities! Commodities! Commodities!
> Rails can only prosper moving bulk freight from the heartland to
> ports on the three coasts, which foreigners are buying in ever larger
> quantities at ever higher prices. It also says the coal industry
> isn’t going anywhere soon, as it accounts for 70% of all rail traffic,
> so you can kiss Cap & Trade goodbye. Buffet let loose of some
> fascinating statistics about the enormous productivity increases
> the industry has accomplished. In the last 25 years, it cut employment
> from 500,000 to 175,000, while increasing freight by 60% and reducing
> track by 40%, and now accounts for 40% of the total goods moved in
> the country. Railroads are the greenest transportation out there,
> a ton of freight requiring only a gallon of fuel to move 470 miles.
> When I was growing up, my big goal in life was to become a train
> engineer. Maybe it’s time for me to revisit that aspiration. And
> I promise not to text while driving!

Cramer Does It Again with CIT Call

Cramer appears very stupid in this case....proven to be wrong.

Nintendo: The Wii Bubble Has Burst

Agree. In fact, any tech companies likely to experience several times of burst in their product life-cycles and hence, they must innovate continuously.

James Grant on WealthTrack: Surprisingly Strong Recovery Ahead

We would characterize the recovery as tepid instead of strong. Tons of potholes ahead. In some days, some weeks, the markets could sink your holding to miniscule amounts. Be careful with the current markets. Risks are escalating.

Is There an Opportunity in First Solar?

Might not be the case. It might be completely the opposite.

George Soros: The Guru Outlook

When George Soros says one thing and has position in certain companies and asset classes, it does not mean he will not change his mind in a second and have completely different positions and views at the same time.

2 New Ways to Hedge Inflation with ETFs

New unproven ETFs keep popping up. Investors should always first analyze in detail, read the prospectus, wait and see the 3-months performance and correlation to the underlying indexes.

Nouriel Roubini, One on One: More Doom and Gloom

If Roubini is so smart, why he is still a professor and not a billionaire? Get real.

Wall Street Breakfast: Must-Know News

We believe Dow 30 will likely hit 10,000 anytime soon. The bull has taken ownership of the markets. sovestor.com/content/d...

Will today be the day the Dow retakes 10,000?

Likely. Even if it is not today, Dow 10000 is only a question of when sovestor.com/content/d...

United States Economy Likely To Recover & Emerge Stronger Than Before

Since we wrote this article in mid June 2009, the markets have gone up significantly.

Shift in U.S. - China Dialogue Is Louder than Words

One thing is clear: US borrows too much money and sooner or later needs to deleverage big time.

Jon Stewart Takes on Goldman Sachs [Video]

Good one.

Goldman Sachs: Blame the Monster, Or Its Creators?

To be like Goldman Sachs, read this: Stop being capitalized. Be a capitalist.
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