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Maybe less entertaining than Byron Wien, but almost surely more actionable is this list of...

Maybe less entertaining than Byron Wien, but almost surely more actionable is this list of predictions for 2013 from Ploutos. Among the ideas is outperformance by DELL and HPQ thanks to activist investors taking major stakes. A big purchase by Berkshire Hathaway (BRK.B) is being talked about, and Ploutos guesses it will be Cummins (CMI). Will JNJ give up its AAA rating to lever up and return cash to shareholders?
Comments (5)
  • if a stock is being noted from being picked by WB. most likely, it will NOT be picked by WB. at least that's what I"ve noted in the past 15 years of investing. WB usually surprises everyone.
    3 Jan 2013, 01:04 PM Reply Like
  • Dell will hit $15 by Halloween.
    3 Jan 2013, 02:10 PM Reply Like
  • (DELL) maybe, but (HPQ) for sure. Predicted spinoff for 2014. At $20 billion, (CMI) would be (BRK.B)'s largest purchase since Burlington.
    3 Jan 2013, 02:17 PM Reply Like
  • Dell up nearly 20% in three months...something must be going on.

     

    Dell produces too much cash for VCs not to take notice.
    3 Jan 2013, 02:26 PM Reply Like
  • Rhetorical question? or any educated predictions/guesses on your question that follows?
    Will JNJ give up its AAA rating to lever up and return cash to shareholders?
    3 Jan 2013, 05:33 PM Reply Like
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