Anonymous 2

Berkshire Hathaway’s Portfolio Changes for Q2 2009

It would be interesting to know
if
(A) the managers of Berkshire have seen or evaluated the fundamental flaws described by Reggie Middleton in his past few months of research on Wells Fargo Bank AND/OR
if
(B) the management of Wells Fargo bank have had an opportunity to refute or at least address the comments which Reggie provides in his bearish forecast of Wells fargo bank.

Perhaps professional hedge fund buy side analysts and investment firm sell side research analysts might ask the WFC management about their views about such observations

seekingalpha.com/artic...

Much to my regret, I was "unable" to take Reggie seriously after I retired from Bear Stearns in winter of 2006.
Reggie was among the first who initially identified a number of "macro" problems with the fundamentals of Bear Stearns as company as well as the management.
I had a bunch of "restricted shares" I could not sell (when it was in the 160 level) as well as some options and shares in my deferred comp plan which still (August 2009) have not been issued to me. But he did persuade me to at least hedge with covered calls and long puts. I still lost a mid 6 figure portion of my retirement budget but the hedge only helped me on a relative basis.
Thus, after a few years of continuing to follow him, I believe that his research should be considered as "value added" by those who are serious long term value investors.

Dividend Aristocrats Outperform in November

It is my undwrstanding that the "new" list of aristocrats will be made public in early December.
From what I understand, a number of the current year listing have not reported their last quarter dividends and thus the jury is still out in terms of all the cuurent list being on next years list. for example BAC and maybe 10 others have reduced their dividends already this year and about 20 have not declared their last quarter div and a few of these may choose to NOT raise and or actually reduce their annual div rate.
With this in mind, "when" do you anticipate being made aware of the "new" listing for next year?
It was my understanding that it would be by the end of this week.
If so, is the list made public through some press release or ??