Juliet

It's Not Too Late to Get into Steel

Thanks. BTW, Charles Munger has called PKX "the best steel company in the world."

Berkshire Hathaway Stock Portfolio: At Risk of Resembling an Index Fund?

Buffett himself said that he now only expects to outperform the market by a few percentage points going forward, so how is this a revelation?

Not to imply that "only" outperforming the market is a bad thing...

What's Berkshire Hathaway's Expected Life?

Agreed with DownOnMyLuck--After WEB goes home to that Big Capital Allocator in the sky, it will be a very long time before Sokol (or, whomever) sells it for parts. First they will break out the fat divvy.

Maybe Felix is shorting the Bs again?

Buffett's BNI Purchase: Bearish Bet on the Economy?

Leave us not also forget the very simple fact that they have been eyeing with jealousy Bill Gates' move into CNI--which has been, what, a five-bagger?

Goldman Stockholders - What Chumps

Ah yes, it is so nice through all of this to experience the uniquely warm and fuzzy feeling of the BRK shareholder...

Wasn't that about $1,000 a minute on preferred stock investments?

Thanks, Warren.

MLPs in Good Shape, Despite Credit Crisis

It looks like Seth Klarman owns well over 8 million units of BBEP at an average of about 14 dollars a share. I wonder what he sees in it, then.

Five Reasons to Be Bullish

But, I thought it was tacitly bullish to just publish bearish articles...

Why Choose Low Yield over High Yield Stocks?

AOD's monthly distributions may include return of capital.

This useful CEF site separately states "income only yield" from the quoted "distribution yield" --the difference between the two numbers can be the degree to which the CEF is cannibalizing itself to generate so-called "yield":
www.closed-endfunds.co...

Gone Nowhere in 8 Years

Not to mention if dividends were reinvested.

Six 'Hardwood' Dividend Stocks

D4L, could you clarify: are the numbers here assuming dividends reinvested?

Thanks

Financial Stocks for Dividend Investors

Also Banco Santander (STD) may be worth a look. Said to be the strongest Euro bank. Also has presence in Latin America, esp. Brazil--and nice yield.

Kinder Morgan's Dividend Payout Rate Is Unsustainable

Be Rational: Fair amount of insider buying at OKS, generally a good sign:

VAN LUNSEN GIL J Director 2009-06-23 Buy 1200 $43.26 16.11
DINAN CURTIS EVP, CFO & Treas. 2009-06-17 Buy 2500 $44.02 14.11
GIBSON JOHN WILLIAM Policy Committee Member 2009-06-17 Buy 5000 $44.44 13.03
PETERSEN GARY N Director 2009-03-11 Buy 3000 $36 39.53
Lawhorn Caron A SVP & Chief Acctg. Officer 2009-03-06 Buy 265 $37.1 35.39
DINAN CURTIS EVP, CFO & Treas. 2009-03-03 Buy 3000 $39.75 26.36
BARKER JOHN R EVP, General Counsel, Sec 2009-02-13 Buy 167 $50.15 0.16

Jazz Air Income Fund: High Yield, Low Valuation

Prem Watsa is a unit holder.

Loews Corp.: Insurance on Long Term Upside

Jamie - Do you have thoughts on how Lowe's compares to Fairfax Financial (FFH)? FFH is still trading at just below book, and is likewise compared to Berkshire.

Here Comes Dow at 9,600, S&P 500 at 1,042

Note that the income-only yield on the fund mentioned (NIE) is only 3.42%, though the stated "yield" is 16.9%: www.closed-endfunds.co...

The term "yield" can be deceptive on these funds, could be from a return of capital. One might want to dig a bit deeper before buying.