WWY Forum Topics
- All Comments on WWY
- General Discussion on WWY
- Buffet's Berkshire Buyout Trifecta [view article]
- Wall Street Breakfast: Must-Know News [view article]
- Status Report: Wrigley / Mars [view article]
- Under The Radar News - Thursday [view article]
- PBJ: Food and Beverage Stocks Stand Out Despite Consumer Slowdown [view article]
- Bored with Yahoo's Board - Fast Money Recap (5/6/08) [view article]
- Could the BCE/Ontario Teachers Union Deal Use JPMorgan's Help? [view article]
- Hershey: Ripe for Cadbury's Picking [view article]
- Options Trader: Monday Outlook [view article]
- Wall Street Breakfast: Must-Know News [view article]
- Under The Radar News - Monday [view article]
Recent WWY Articles
- Buffet's Berkshire Buyout Trifecta
- Hershey: Weighing a Sweet Deal With Tootsie?
- Wall Street Breakfast: Must-Know News
- Status Report: Wrigley / Mars
- Under The Radar News - Thursday
- PBJ: Food and Beverage Stocks Stand Out Despite Consumer Slowdown
- Bored with Yahoo's Board - Fast Money Recap (5/6/08)
- SA Weekly Quiz: 5 Headlines You Need to Know
- Could the BCE/Ontario Teachers Union Deal Use JPMorgan's Help?
- Mixed Feelings About Wrigley Deal
- Full List of Articles »
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oy
Buffet's Berkshire Buyout Trifecta [view article]
I thought the first one vanished. Sorry all. Replyoy
Buffet's Berkshire Buyout Trifecta [view article]
Well, Chad, Every time that I think that Warren is wrong, 99% of the time it's me. I meet with him every year for 4 or 5 hours ... he answers every question. Just me and Warren ... and (this year) about 30,000 other friends at the Qwest center. I've done OK following him too ... like a home run in PetroChina (that's a 4 bagger to any newbies). My BUD is only gonna get me about 50%. Bummer. I've been investing almost 30 years -- my wife isn't too active except that she remembers telling me that I should buy BRK when it was it was between 8 and 9,000. I thought that was insane -- see how much I know?Reply
oy
Buffet's Berkshire Buyout Trifecta [view article]
Well, Chad ... I'm writing from Lovely Omaha. I've been investing for over 30 years -- and am pretty independent. There have been times that I've thought Warren wrong ... and it's seldom true. I meet with him every year for 4 or 5 hours, and he answers EVERY question. Just me and Warren -- and (this year) just over 30,000 other close friends in the Qwest center. I've done fine watching, and sometimes following. Home run in PTR, (that's a 4 bagger to any newbies) but only a 50% gain in BUD. Oh well. My wife isn't active, but will always remember telling me to buy Berkshire at 8,000 or 9,000. "That's absurd." says me. I don't think the old boy's slipped yet! ReplyWall Street Breakfast: Must-Know News [view article]
Eli - this statement is interesting -Food could cost 7-9% more next year. Economists say heavy Midwest flooding may cause U.S. food prices to climb 7-9% in 2009. "The U.S. consumer has gotten used to cheap, affordable food," food-industry analyst Fiona Boal says. "Now the goal posts are moving."
The thought of this sicken me. I had an instructor iin college that said "The U.S. could produce enough food to feed the entire world." Although perhaps an overstatement, it was not far from being truth. And with today's technology and modern equiptment, one would think that food production in the world would be in great abundance.
However, government policies make food less affordable. This ethanol thing is sickening. Ethanol is a government sponsored scam that is contributing to the rising cost of food worldwide and is even causing starvation around the world. Mark Perry wrote an excellent one page article about ethanol on Seeking Alpha -
seekingalpha.com/artic....
In the name of "environmentalism... radiacals are pushing these biofuels at the expense of rising food costs and starving peoples.
Sadly, America has become a socialist-elitist nation which has no regard for rightousness or for the welfare of its citizens and the citizens of other nations.
America could be energy-independent - using nuclear energy, American oil, and solar and wind energy. And yes, we and the rest of the world could have cheap, abundant food too.
Reply
Wall Street Breakfast: Must-Know News [view article]
Eli you make it work, best wrap-up I get and it is much appreciated. ReplyWall Street Breakfast: Must-Know News [view article]
Eli, I have been following what Phil Davis and Anthony Schneider on SeekingAlpha have been saying about the role of hedge funds and I-Banks in pushing up the prices of commodities.Two good links are:
www.star-telegram.com/...
and
www.commerce.senate.go...
Writers like Jim Kingsley and Dr. Mark Perry and others are not telling the whole story about what is actually happening.
Please take some time to read the above data and publish your thoughts on the subject. Thanks Reply
Wall Street Breakfast: Must-Know News [view article]
Cool. Thanks Eli. Appreciate your service here. ReplyEli Hoffmann
Wall Street Breakfast: Must-Know News [view article]
Thanks Paul. Indeed, ELN/WYE didn't make it into WSB, and probably should have. We did get it up in Market Currents though:seekingalpha.com/marke... Reply
Wall Street Breakfast: Must-Know News [view article]
Eli - how'd you miss the news on ELN? Absolutely Huge! Maybe because it was issued overnight. ReplyGeneral Discussion on WWY
Is there any legal way to trade WWY for some other stock, thus deferring the capital gains mess? ReplyStatus Report: Wrigley / Mars [view article]
How do you project closing of the Wrigley-Mars deal as soon as August 2008 when, at the 28 April 2008 press conference, Bill Wrigley projected 6-12 months for closing? ReplyEli Hoffmann
Under The Radar News - Thursday [view article]
Richard,You're absolutely right. Gross advises AGAINST TIPS because of the risk of unnaturally low CPI numbers. I have fixed the summary.
Thanks for your feedback! Reply
Schweitzer
Under The Radar News - Thursday [view article]
C'mon, if you're going to paraphrase Bill Gross, do so with more care. Here is what he wrote:"What are the investment ramifications? With global headline inflation now at 7% there is a need for new global investment solutions, a role that PIMCO is more than willing (and able) to provide. In this role we would suggest: 1) Treasury bonds are obviously not to be favored because of their negative (unreal) real yields. 2) U.S. TIPS, while affording headline CPI protection, risk the delusion of an artificially low inflation number as well. 3) On the other hand, commodity-based assets as well as foreign equities whose P/Es are better grounded with local CPI and nominal bond yield comparisons should be excellent candidates. 4) These assets should in turn be denominated in currencies that demonstrate authentic real growth and inflation rates, that while high, at least are credible. 5) Developing, BRIC-like economies are obvious choices for investment dollars."
Note what he really said about TIPS.
Redo that please. Reply
PBJ: Food and Beverage Stocks Stand Out Despite Consumer Slowdown [view article]
I have started building a posn. in the Cadbury spin-off Dr Pepper/Snapple (DPS) I would think this and maybe a few other ETF's would have to start adding this to their portfolios in 3-6 months, that should help give the stock good support and raise the price somewhat. ReplyBored with Yahoo's Board - Fast Money Recap (5/6/08) [view article]
Pete-- oct07 aapl was $202.00 and heading to $300.00 ---now with all the positive increases in debt free aapl how far passed $300.00 do you see aapl reaching Reply