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  • Buy Blackstone Group While It's Still Cheap [View article]
    this is a joke right?
    Jul 18 12:13 pm |Rating: 0 0 |Link to Comment
  • Dispelling The Fallacy of "Buffett Can't Buy More" [View article]
    Not every position is a Buffett position, they can come from Lou Simpson, who runs the GEICO portfolio, which is considerably smaller
    Jul 16 19:19 pm |Rating: 0 0 |Link to Comment
  • The Ins and Outs of Share Buybacks: Sometimes Hot, Sometimes Not  [View article]
    Great point and something that not everyone focuses on when evaluating buybacks, although Buffett has been railing on this for years.

    Your math is off however - buying a stock worth $20 for $16 is buying a dollar for 80 cents, and the 25% return comes from the .20/.80

    Buying a dollar for 75 cents gives you a return of 33%
    Jun 11 09:19 am |Rating: 0 0 |Link to Comment
  • Dendreon: The Short Story  [View article]
    Or maybe people were shorting the hell out of this stock because anyone who had done 10 minutes of research on provenge knew that it wasnt going to be approved
    May 09 08:31 am |Rating: 0 0 |Link to Comment
  • Eagle Materials: Take Advantage of the Housing Weakness [View article]
    Watch that P/E and your PEG, you are using trailing earnings, the forward estimate based on 2007 numbers will be closer to 13/14 and earnings will not grow this year at the recent rates
    Jan 29 09:26 am |Rating: 0 0 |Link to Comment
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