dealjunkie

Riding the Rails: Why BNI Was Berkshire's Best Bet - And Vintage Buffett

Buffet knows too much about Chinese investment prospects to take that shot. The Chinese government is everywhere and is there a government anywhere that has been a trustworthy investment partner for an outsider?
DealJunkie


On Nov 04 12:10 AM Mark Anthony wrote:

> My comment is Warren Buffet has good big picture view, bad timing
> and bad pricing. Every one in the world has known for two years that
> Warren Buffett loves railways. He openly talked about it more than
> two years ago. So why why he picks a time to pay nearly the higest
> price? Way over-paid.
>
> If he likes railway, Chinese railways are way much better play. The
> capacity of China's railways transportation is stretched tot he extreme.
> Whole America's railway system has excessive capacity that is idled.
>
>
> If he likes commodity and transportation play, he should be buying
> coal mines, and he should be buying dry bulk shippers. Both sectors
> are dirt cheap compare with railways.
>
> seekingalpha.com/autho...
>
> I am afraid Warren Buffett is getting too old to calculate relative
> valuations correctly. There are so many good under-valued assets
> around at dirt cheap price. Railway will be the last thing I will
> pick up. It's going to be good, but just not as good as other things.

Gold Stocks Set for Big Advance

If gold is such a bad investment, why are there still no gold cooins available for retial purchase. There are signs all over "WE BUY GOLD" and none for sale.

What gives?

Preferreds Get Crushed Again

These charts are interesting, b ut they do not demonstrate that preferreds have been hurt more than any other asset class. IF this is true, is there a plausible explanation?

Gazprom: Most Appreciation Potential In Its Sector

will you still like Gazprom after Putin leaves?

Cramer Pleads for a Fed Rescue as Bear Stearns Hit

Cramer is less than irrelevant. He is a circus sideshow performer. The Fed will not be bothered with his noisy performance and it is difficult to understand why any serious investor pays attention to him.