RonB's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/110111/comments http://seekingalpha.com/article/177751/comments?source=feed#comment-801335 801335
In any event, the market's recent focus on this singular event ignores Wells' underlying value. The share price is absurdly low, and presents one of the best opportunities I have seen in years. Clearly, Warren Buffett, Prem Watsa and other successful investors see that as well.

Ron Beasley
Investment Advisor
rwbi.net]]> Fri, 11 Dec 2009 09:15:02 -0500
In any event, the market's recent focus on this singular event ignores Wells' underlying value. The share price is absurdly low, and presents one of the best opportunities I have seen in years. Clearly, Warren Buffett, Prem Watsa and other successful investors see that as well.

Ron Beasley
Investment Advisor
rwbi.net]]> http://seekingalpha.com/article/173410/comments?source=feed#comment-760798 760798
Ron Beasley
Investment Advisor
rwbi.net]]> Sun, 15 Nov 2009 09:19:10 -0500
Ron Beasley
Investment Advisor
rwbi.net]]> http://seekingalpha.com/article/169396/comments?source=feed#comment-734720 734720 Wed, 28 Oct 2009 18:58:55 -0400 http://seekingalpha.com/article/168661/comments?source=feed#comment-729120 729120
Ron Beasley
Investment Advisor
rwbi.net]]> Sun, 25 Oct 2009 10:14:58 -0400
Ron Beasley
Investment Advisor
rwbi.net]]> http://seekingalpha.com/article/166118/comments?source=feed#comment-713746 713746
Ron Beasley
Investment Advisor
rwbi.net]]> Tue, 13 Oct 2009 09:40:20 -0400
Ron Beasley
Investment Advisor
rwbi.net]]> http://seekingalpha.com/article/162056/comments?source=feed#comment-681299 681299 Thu, 17 Sep 2009 16:19:54 -0400 http://seekingalpha.com/article/156345/comments?source=feed#comment-632039 632039 Sun, 16 Aug 2009 13:30:57 -0400 http://seekingalpha.com/article/155998/comments?source=feed#comment-628521 628521
Ron Beasley
rwbi.net]]> Thu, 13 Aug 2009 13:38:40 -0400
Ron Beasley
rwbi.net]]> http://seekingalpha.com/article/149210/comments?source=feed#comment-590214 590214
Wells Fargo is the largest holding in my personal and client portfolios.

Ron Beasley
Investment Advisor
rwbi.net]]> Thu, 16 Jul 2009 08:53:54 -0400
Wells Fargo is the largest holding in my personal and client portfolios.

Ron Beasley
Investment Advisor
rwbi.net]]> http://seekingalpha.com/article/141670/comments?source=feed#comment-534930 534930
Don't let silly articles like this distract you from fundamental value. There is nothing wrong with Wells' accounting. The writer seems to think that only declines in market value should be booked, but not their reversals.

Wells Fargo is the largest holding in my personal and client portfolios.

Ron Beasley
rwbi.net]]> Sat, 06 Jun 2009 12:47:20 -0400
Don't let silly articles like this distract you from fundamental value. There is nothing wrong with Wells' accounting. The writer seems to think that only declines in market value should be booked, but not their reversals.

Wells Fargo is the largest holding in my personal and client portfolios.

Ron Beasley
rwbi.net]]> http://seekingalpha.com/article/139030/comments?source=feed#comment-524450 524450 Sat, 30 May 2009 16:24:33 -0400 http://seekingalpha.com/article/137996/comments?source=feed#comment-514665 514665 Fri, 22 May 2009 13:28:25 -0400 http://seekingalpha.com/article/137996/comments?source=feed#comment-507037 507037
Buffett's portfolio is solid and undervalued, his insurance business should soon be recovering from cyclical lows, Geico is doing very well, and his deriviatives investments are very misunderstood. The stock is very attractively priced and offers low risk in a high risk environment. Berkshire is a substantial holding in my personal and client portfolios. Note also that Mason Hawkins took a large position last quarter.]]> Sun, 17 May 2009 09:42:46 -0400
Buffett's portfolio is solid and undervalued, his insurance business should soon be recovering from cyclical lows, Geico is doing very well, and his deriviatives investments are very misunderstood. The stock is very attractively priced and offers low risk in a high risk environment. Berkshire is a substantial holding in my personal and client portfolios. Note also that Mason Hawkins took a large position last quarter.]]> http://seekingalpha.com/article/137044/comments?source=feed#comment-500276 500276 Tue, 12 May 2009 10:00:36 -0400 http://seekingalpha.com/article/136782/comments?source=feed#comment-497806 497806
Wells Fargo is presently the largest holding in my personal and client accounts.

Ron Beasley
rwbi.net]]> Sun, 10 May 2009 13:01:52 -0400
Wells Fargo is presently the largest holding in my personal and client accounts.

Ron Beasley
rwbi.net]]> http://seekingalpha.com/article/136716/comments?source=feed#comment-497508 497508 Sun, 10 May 2009 09:24:04 -0400 http://seekingalpha.com/article/133087/comments?source=feed#comment-477788 477788 Sun, 26 Apr 2009 10:51:23 -0400 http://seekingalpha.com/article/115289/comments?source=feed#comment-359625 359625 Mon, 19 Jan 2009 08:48:08 -0500 http://seekingalpha.com/article/94303/comments?source=feed#comment-247629 247629 Sun, 07 Sep 2008 14:26:30 -0400 http://seekingalpha.com/article/91423/comments?source=feed#comment-233235 233235 Mon, 18 Aug 2008 13:07:25 -0400 http://seekingalpha.com/article/91217/comments?source=feed#comment-231606 231606 Fri, 15 Aug 2008 19:05:21 -0400 http://seekingalpha.com/article/91217/comments?source=feed#comment-231594 231594
As to Union Pacific, he did NOT double his position. Union Pacific split its stock 2 for 1 in May, thereby doubling the number of shares at half the price. I suggest that whoever edits this information review it for accuracy, as otherwise trusting and unknowledgable people will be grossly misled.]]> Fri, 15 Aug 2008 18:49:41 -0400
As to Union Pacific, he did NOT double his position. Union Pacific split its stock 2 for 1 in May, thereby doubling the number of shares at half the price. I suggest that whoever edits this information review it for accuracy, as otherwise trusting and unknowledgable people will be grossly misled.]]> http://seekingalpha.com/article/90483/comments?source=feed#comment-231323 231323
The stronger financial institutions will come out ahead when these problems work their way through the economy. Wells Fargo, for instance, reported last quarter that it added 15% to its assets and improved its Tier 1 ratio and its net interest margin. All the gloom forecasters can see is the looming writeoffs that most banks will face over the next few quarters. Looking past that, however, well capitalized, disciplined banks like Wells should profit handsomely from the new business they are getting now, and the assets of troubled banks they are acquiring at a discount.

Wells Fargo is a substantial holding in my personal and client accounts.

Ron Beasley
Investment Advisor
rwbi.net]]> Fri, 15 Aug 2008 13:19:45 -0400
The stronger financial institutions will come out ahead when these problems work their way through the economy. Wells Fargo, for instance, reported last quarter that it added 15% to its assets and improved its Tier 1 ratio and its net interest margin. All the gloom forecasters can see is the looming writeoffs that most banks will face over the next few quarters. Looking past that, however, well capitalized, disciplined banks like Wells should profit handsomely from the new business they are getting now, and the assets of troubled banks they are acquiring at a discount.

Wells Fargo is a substantial holding in my personal and client accounts.

Ron Beasley
Investment Advisor
rwbi.net]]> http://seekingalpha.com/article/91071/comments?source=feed#comment-230960 230960 Fri, 15 Aug 2008 08:33:56 -0400 http://seekingalpha.com/article/87586/comments?source=feed#comment-217544 217544
Ron Beasley
Investment Advisor
rwbi.net]]> Tue, 29 Jul 2008 13:02:54 -0400
Ron Beasley
Investment Advisor
rwbi.net]]> http://seekingalpha.com/article/82793/comments?source=feed#comment-211660 211660
Kraft is a substantial weighting in my personal and client portfolios.

Ron Beasley
Investment Advisor
rwbi.net]]> Tue, 22 Jul 2008 13:42:47 -0400
Kraft is a substantial weighting in my personal and client portfolios.

Ron Beasley
Investment Advisor
rwbi.net]]> http://seekingalpha.com/article/85720/comments?source=feed#comment-208731 208731 Fri, 18 Jul 2008 11:57:58 -0400 http://seekingalpha.com/article/81898/comments?source=feed#comment-188282 188282 Thu, 19 Jun 2008 08:14:54 -0400 http://seekingalpha.com/article/48616/comments?source=feed#comment-97306 97306 Mon, 01 Oct 2007 12:55:48 -0400