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  • One Bulletproof REIT in the Midst of the Real Estate Mess [View article]
    Looks like a yield of less than 4%?
    Better off buying DVY at 5% plus no leverage
    Jan 09 17:40 pm |Rating: 0 0 |Link to Comment
  • Ten Dividend Increases [View article]
    UBSI on that basis is not an increase


    On Dec 01 12:50 PM Dividends4Life wrote:

    > Generally, I quote dividend increases on a sequential basis (current
    > vs. last dividend).
    >
    > D4L
    Dec 02 11:11 am |Rating: 0 0 |Link to Comment
  • Ten Dividend Increases [View article]
    How do you determine the "increase"? Do you consider the dividend to increase if the amount increased compared to the previous period or the comparable period?
    Dec 01 09:43 am |Rating: 0 0 |Link to Comment
  • Berkshire Hathaway Credit Risk, Index Puts Are Overblown Worries [View article]
    I purchased one share of Berkshire for $ 3,200 in 1987 (the now "A" issue) and at the time ,if I remember correctly the price to value based upon my calculation was greater then compared to now. Thus my previous comment is actually looking forward. it is a better buy today relative to my purchase in 1987.


    On Nov 20 06:02 PM Terry Huebert wrote:

    > I checked on Yahoo Finance and their prices on BRK only go back to
    > Jan, 1990. Since then it has been a 10-bagger. But "compelling" going
    > forward has nothing to do with "lookin good" going backward.
    Nov 21 11:22 am |Rating: 0 0 |Link to Comment
  • Berkshire Hathaway Credit Risk, Index Puts Are Overblown Worries [View article]
    If I understand your investment process, you will only invest in those companies that have more cash than market cap. Without the liability part of the balance sheet, you may run into a problem. Thus, GM has 19.5 b in cash vs its market cap of 1.76 b.


    On Nov 20 05:52 PM Terry Huebert wrote:

    > Only 40% below intrinsic value doesn't cut it in a market where some
    > companies are selling for less than their cash in the bank. In today's
    > market I won't buy a company whose cash is less than their market
    > cap. This is the new metric, this is the new margin of safety. Warren
    > better get used to it and so should Whitney.
    Nov 21 11:16 am |Rating: 0 0 |Link to Comment
  • Berkshire Hathaway Credit Risk, Index Puts Are Overblown Worries [View article]
    Excellent review.
    I agree with your value.
    Thanks for taking the time and sharing your knowledge with us
    Instead of "drill-drill-drill" I think it is time to "buy-buy-buy".
    As an owner since 1987 I find todays Berkshire price to value compelling . it is time again to add this to the portfolio.
    Nov 20 17:41 pm |Rating: +2 0 |Link to Comment
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