RogerScott's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/116940/comments http://seekingalpha.com/article/173646-are-netbooks-just-a-fad?source=feed#comment-763947 763947 Tue, 17 Nov 2009 12:53:00 -0500 http://seekingalpha.com/article/170466-alternate-business-models-that-drive-retail-brand-value?source=feed#comment-740790 740790 Mon, 02 Nov 2009 14:21:46 -0500 http://seekingalpha.com/article/167014-why-i-m-shorting-moody-s?source=feed#comment-718654 718654

On Oct 16 06:35 PM Angry Banker wrote:

> And the most compelling reason to short Moody's.... Warren Buffett
> has been selling his stake, meaning the company has no future (just
> take a look at the current state of most other companies that Berkshire
> has bailed on in the past....)]]> Sat, 17 Oct 2009 13:27:58 -0400

On Oct 16 06:35 PM Angry Banker wrote:

> And the most compelling reason to short Moody's.... Warren Buffett
> has been selling his stake, meaning the company has no future (just
> take a look at the current state of most other companies that Berkshire
> has bailed on in the past....)]]> http://seekingalpha.com/article/142297-byd-risky-now-value-later?source=feed#comment-540967 540967 Wed, 10 Jun 2009 15:05:24 -0400 http://seekingalpha.com/article/140272-einhorn-vs-buffett-on-moody-s?source=feed#comment-523096 523096 Fri, 29 May 2009 13:25:48 -0400 http://seekingalpha.com/article/114743-burlington-northern-then-and-now?source=feed#comment-356863 356863 1. Taxpayers will be less willing to subsidize the trucking industry through highway maintaince and increasing capacity of highways for trucks.
2. BNI is well managed.
3. Higher fuel prices caused by reaching peak oil will give BNI a competitive advantage over trucking.
4. BNI is a strong franchise. It cannot be duplicated. There is no substitute for railroads (shipping heavy loads over land) based on known technology.
5 Trade over long distances will increase only constrained by fuel costs.]]> Thu, 15 Jan 2009 14:51:12 -0500 1. Taxpayers will be less willing to subsidize the trucking industry through highway maintaince and increasing capacity of highways for trucks.
2. BNI is well managed.
3. Higher fuel prices caused by reaching peak oil will give BNI a competitive advantage over trucking.
4. BNI is a strong franchise. It cannot be duplicated. There is no substitute for railroads (shipping heavy loads over land) based on known technology.
5 Trade over long distances will increase only constrained by fuel costs.]]> http://seekingalpha.com/article/109634-two-mortgage-markets-emerging-from-the-crisis?source=feed#comment-323998 323998 Mon, 08 Dec 2008 13:51:23 -0500 http://seekingalpha.com/article/108189-it-s-not-so-easy-to-know-what-buffett-is-buying?source=feed#comment-316353 316353 A likely signal that Simpson is behind a holding is to look at which subisidiary owns the stock. Simpson manages the GEICO portfolio.
Sometimes BRK buys a stock because of opportunities caused by a pending spin off. Do your independent research.
Simpson in the past decade or so has been a better stock picker than Buffett, according to Buffett.
]]> Thu, 27 Nov 2008 14:13:09 -0500 A likely signal that Simpson is behind a holding is to look at which subisidiary owns the stock. Simpson manages the GEICO portfolio.
Sometimes BRK buys a stock because of opportunities caused by a pending spin off. Do your independent research.
Simpson in the past decade or so has been a better stock picker than Buffett, according to Buffett.
]]> http://seekingalpha.com/article/108089-buffett-serving-free-lunch-part-ii?source=feed#comment-315627 315627 Wed, 26 Nov 2008 12:44:25 -0500 http://seekingalpha.com/article/90920-share-buybacks-the-anti-buffett?source=feed#comment-230327 230327 Thu, 14 Aug 2008 12:32:44 -0400 http://seekingalpha.com/article/83541-some-consequences-if-oil-prices-stay-high?source=feed#comment-198003 198003 Thu, 03 Jul 2008 11:42:56 -0400 http://seekingalpha.com/article/83619-tempting-buffett?source=feed#comment-197995 197995 ]]> Thu, 03 Jul 2008 11:30:13 -0400 ]]> http://seekingalpha.com/article/75790-is-warren-buffett-missing-something?source=feed#comment-163864 163864 Wrigleys is an excellent company and is probably worth 30P/E.]]> Wed, 07 May 2008 23:54:46 -0400 Wrigleys is an excellent company and is probably worth 30P/E.]]> http://seekingalpha.com/article/71920-why-i-am-selling-thornburg-mortgage?source=feed#comment-148960 148960 1. Management was not giving the public enough information to make a fair estimate of what the balance sheet looked like after selling assets at a discount, e.g. they did not tell me how much discount from their basis they sold assets.
2. After the big fall last summer, TMA increased repos instead of substituting long term liabilities. Contrast TMA with Redwood Trust which has almost no short term debt and has deleveraged for the last several years.
Looks like poor management.
Roger Scott]]> Fri, 11 Apr 2008 10:38:00 -0400 1. Management was not giving the public enough information to make a fair estimate of what the balance sheet looked like after selling assets at a discount, e.g. they did not tell me how much discount from their basis they sold assets.
2. After the big fall last summer, TMA increased repos instead of substituting long term liabilities. Contrast TMA with Redwood Trust which has almost no short term debt and has deleveraged for the last several years.
Looks like poor management.
Roger Scott]]> http://seekingalpha.com/article/66982-berkshire-hathaway-appears-undervalued?source=feed#comment-121991 121991 Tue, 04 Mar 2008 12:21:31 -0500