Riding the Rails: Why BNI Was Berkshire's Best Bet - And Vintage Buffett [View article]
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.
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.
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?
Cramer Pleads for a Fed Rescue as Bear Stearns Hit [View article]
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.
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Latest | Highest ratedRiding the Rails: Why BNI Was Berkshire's Best Bet - And Vintage Buffett [View article]
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 [View article]
What gives?
Preferreds Get Crushed Again [View article]
Gazprom: Most Appreciation Potential In Its Sector [View article]
Cramer Pleads for a Fed Rescue as Bear Stearns Hit [View article]