Tracking Mohnish Pabrai's Portfolio - Q4 2014 Update
John Vincent - at Seeking Alpha - Fri Feb 13, 5:59AM CST
ZINC: 13.95 (+0.26), WLRH: 9.92 (-0.01), C: 51.20 (+0.31), GM: 37.62 (-0.40), GOOGL: 551.16 (+5.15), FCAU: 14.53 (+0.06), BAC: 16.61 (-0.06), BRK.B: 148.34 (-1.45), GOOG: 549.01 (+6.08), PKX: 61.04 (+0.65)
'Opportunity Strategy' - 6 Months Of Trading Rationale And Analysis
Grey Owl Capital - Seeking Alpha - Thu Feb 12, 1:01AM CST
"Never think that lack of variability is stability. Don't confuse lack of volatility with stability, ever." - Nassim Nicholas Taleb Over the past seven months the price of oil has plunged from a peak above $100/barrel to the mid-$40s...
LUK: 23.50 (-0.01), DNOW: 25.64 (+0.70), EXC: 33.51 (-0.93), UPL: 15.67 (+0.84), NOV: 53.36 (+0.80), POST: 48.62 (-0.25), COG: 28.10 (+0.18), BAX: 70.39 (+0.31), AAL: 48.39 (+0.51), LH: 116.90 (+0.06), ENB: 49.37 (-0.22), VWO: 41.78 (+0.42), BRG: 13.65 (+0.31), BRK.B: 148.34 (-1.45), AAPL: 127.08 (+0.62)
Applying Momentum To The Holdings Of Berkshire Hathaway
Brad Kenagy - at Seeking Alpha - Wed Feb 11, 10:56AM CST
BRK.B: 148.34 (-1.45), BRK.A: 222,555.00 (-1,905.00)
Berkshire Hathaway Leads Best Value Long-Term Bond Trades
Donald van Deventer - at Seeking Alpha - Tue Feb 10, 11:40AM CST
In Perspective: The Ridiculously Large Market Caps Of America's 20 Most Valuable Companies
Mark J. Perry - at Seeking Alpha - Sun Feb 08, 9:33AM CST
Rank Company Market Cap (NYSE: B ) Country Market Cap ( B ) 1 Apple $693 United States $26,331 2 Exxon Mobil $384 Japan $4,378 3 Google $363 China $3,933 4 Berkshire Hathaway $360 Europe (Euronext) $3,319 5 ...
KO: 41.99 (-0.18), GE: 25.15 (+0.26), FB: 75.74 (-0.49), PFE: 34.64 (-0.23), XOM: 93.37 (+1.00), WMT: 85.81 (-0.08), BAC: 16.61 (-0.06), WFC: 55.33 (+0.47), GOOG: 549.01 (+6.08), ORCL: 43.93 (+0.04), T: 34.66 (+0.05), JNJ: 99.62 (+1.18), JPM: 59.67 (+0.10), MRK: 58.81 (-0.07), GOOGL: 551.16 (+5.15), PG: 85.90 (-0.13), CVX: 112.78 (+1.92), BRK.B: 148.34 (-1.45), MSFT: 43.87 (+0.78), VZ: 49.31 (-0.21), AAPL: 127.08 (+0.62), BRK.A: 222,555.00 (-1,905.00)
McKesson Corporation Leads The 20 Best Value Bond Trades With Maturities Of 1 Year Or More
Donald van Deventer - at Seeking Alpha - Fri Feb 06, 1:29PM CST
BDX: 143.71 (+0.72), MCK: 224.89 (+0.12), LO: 67.30 (-0.80), AMGN: 153.48 (+0.30), AWH: 40.50 (-0.19), PEP: 99.13 (-1.14), MKL: 731.94 (+4.29), ESRX: 84.90 (+0.40), GS: 189.00 (-0.78), R: 93.92 (+0.41), DTV: 87.51 (-0.32), BRK.B: 148.34 (-1.45), CIT: 46.17 (-0.36), BRK.A: 222,555.00 (-1,905.00)
Commodities Today: Energy Names Rise, Precious Metals Fall Sharply
Matthew Smith - at Seeking Alpha - Fri Feb 06, 1:23PM CST
PBR: 6.98 (+0.44), HK: 2.18 (-0.02), GLD: 117.98 (+0.64), AAL: 48.39 (+0.51), SLV: 16.54 (+0.39), BRK.B: 148.34 (-1.45), BRK.A: 222,555.00 (-1,905.00), UNP: 122.60 (-1.23), UAL: 66.23 (-1.11)
January Rail Report: Rolling Into The New Year
Investor RockieK - at Seeking Alpha - Fri Feb 06, 8:22AM CST
XTN: 106.48 (+0.70), NSC: 109.91 (-0.17), CNI: 70.04 (-0.39), KSU: 118.12 (+0.13), DIA: 180.34 (+0.50), CP: 186.30 (-0.54), CSX: 36.08 (-0.49), BRK.B: 148.34 (-1.45), BRK.A: 222,555.00 (-1,905.00), UNP: 122.60 (-1.23)
Buffett buys Europe
Seeking Alpha - at Seeking Alpha - Thu Feb 05, 8:09AM CST
BRK.B: 148.34 (-1.45), BRK.A: 222,555.00 (-1,905.00)
Railroads Cope With Port Congestion And Oil Uncertainty
Michael Hooper - at Seeking Alpha - Thu Feb 05, 8:05AM CST
NSC: 109.91 (-0.17), CNI: 70.04 (-0.39), KSU: 118.12 (+0.13), CP: 186.30 (-0.54), CSX: 36.08 (-0.49), BRK.B: 148.34 (-1.45), UNP: 122.60 (-1.23)
How To Identify Durable Competitive Advantages Instantly
Matthew Waterman - at Seeking Alpha - Thu Feb 05, 6:59AM CST
KO: 41.99 (-0.18), MKC: 74.64 (+0.33), HSY: 106.02 (-0.64), WMT: 85.81 (-0.08), DIS: 104.17 (+0.59), SNE: 27.30 (+0.19), KRFT: 64.42 (-1.75), PEP: 99.13 (-1.14), SBUX: 91.58 (-0.24), BRK.B: 148.34 (-1.45), MSFT: 43.87 (+0.78), AAPL: 127.08 (+0.62), BRK.A: 222,555.00 (-1,905.00)
National Oilwell Varco: Horrible Short-Term Outlook, Creates Long-Term Buying Opportunity
Tim Travis - at Seeking Alpha - Wed Feb 04, 7:58AM CST
NOV: 53.36 (+0.80), RDS.A: 66.32 (+0.97), BRK.B: 148.34 (-1.45), BRK.A: 222,555.00 (-1,905.00)
Look for Shares of Berkshire Hathaway to Potentially Pullback after Yesterday's 1.06% Rise
Comtex SmarTrend(R) - Tue Feb 03, 4:07PM CST
Berkshire Hathaway (NYSE:BRK.
BRK.B: 148.34 (-1.45)
Buffett's index fund outgains hedge funds in 10-year bet
AP - Tue Feb 03, 2:14PM CST
OMAHA, Neb. (AP) — Warren Buffett's bet that you're better off investing in a simple fund that tracks a stock index than in sophisticated and costly hedge funds appears to be a safe one.
BRK.B: 148.34 (-1.45), BRK.A: 222,555.00 (-1,905.00)
Aggressive/Defensive Investing And Market Timing: How To Profit From A Shift In Market Sentiment
Matthew Waterman - at Seeking Alpha - Mon Feb 02, 10:12AM CST
KMI: 41.97 (+0.21), KO: 41.99 (-0.18), CLX: 109.00 (+0.74), DIS: 104.17 (+0.59), WFC: 55.33 (+0.47), BAC: 16.61 (-0.06), O: 52.01 (+0.32), BMA: 49.50 (+1.52), NLY: 10.69 (+0.03), PWE: 2.45 (+0.02), KIM: 26.83 (-0.25), MAT: 27.61 (+0.17), CIM: 3.19 (unch), ARR: 3.13 (unch), TGT: 76.12 (-0.75), LINE: 12.94 (+0.40), BRK.B: 148.34 (-1.45), BRK.A: 222,555.00 (-1,905.00), PSEC: 8.67 (+0.07), PHK: 12.26 (+0.01), MVO: 15.21 (+0.25), EPD: 34.44 (+0.19), TNK: 5.50 (+0.10)
Tracking Ken Fisher's Fisher Asset Management Portfolio - Q4 2014 Update
John Vincent - at Seeking Alpha - Sat Jan 31, 9:54AM CST
UTX: 121.25 (+1.66), FBGX: 121.65 (+1.42), SCPB: 30.64 (-0.02), INTC: 34.36 (+0.23), GOOG: 549.01 (+6.08), SLB: 88.38 (+2.42), JPM: 59.67 (+0.10), HDB: 58.41 (-0.98), MBB: 109.88 (+0.03), LYG: 4.60 (+0.04), MSFT: 43.87 (+0.78), CSCO: 29.43 (-0.03), BCS: 15.77 (+0.12), PFE: 34.64 (-0.23), WFC: 55.33 (+0.47), GSK: 47.94 (+1.99), NVO: 43.76 (+0.61), MRK: 58.81 (-0.07), CVX: 112.78 (+1.92), BRK.B: 148.34 (-1.45), NVS: 102.20 (-0.17), GE: 25.15 (+0.26), C: 51.20 (+0.31), XOM: 93.37 (+1.00), TM: 132.49 (+0.67), FIGY: 123.46 (+0.84), PEP: 99.13 (-1.14), JNJ: 99.62 (+1.18), AAWW: 48.01 (+0.44), V: 269.63 (-1.28), SAP: 69.09 (unch), QCOM: 70.88 (+0.49), GOOGL: 551.16 (+5.15), SNY: 49.42 (+0.82), AAPL: 127.08 (+0.62), KO: 41.99 (-0.18), AMZN: 381.83 (+4.66), HD: 111.89 (-0.27), AXP: 78.08 (-2.40), FEEU: 111.93 (+1.22), CS: 23.65 (+0.23), DIS: 104.17 (+0.59), HSBC: 46.13 (-0.01), TSM: 24.84 (+0.37), BAC: 16.61 (-0.06), ORCL: 43.93 (+0.04), HPY: 49.42 (-5.71), LQD: 120.83 (-0.48), RY: 62.26 (+0.23), PG: 85.90 (-0.13), CMCSA: 59.47 (+1.09), FLGE: 121.40 (+1.48)
What Next For Berkshire Hathaway's Oil Picks?
Garry Wilson - at Seeking Alpha - Thu Jan 29, 4:13AM CST
SU: 31.62 (+0.30), PSX: 76.62 (+1.51), XOM: 93.37 (+1.00), COP: 69.88 (+1.84), BRK.B: 148.34 (-1.45), BRK.A: 222,555.00 (-1,905.00)
Berkshire Hathaway Set to Possibly Rebound After Yesterday's Selloff of 1.94%
Comtex SmarTrend(R) - Wed Jan 28, 3:43PM CST
Berkshire Hathaway (NYSE:BRK.
BRK.B: 148.34 (-1.45)
Norfolk Southern Has More Upside Ahead
Ben Kramer-Miller - at Seeking Alpha - Wed Jan 28, 11:21AM CST
NSC: 109.91 (-0.17), CNI: 70.04 (-0.39), KSU: 118.12 (+0.13), CP: 186.30 (-0.54), CSX: 36.08 (-0.49), BRK.B: 148.34 (-1.45), BRK.A: 222,555.00 (-1,905.00), UNP: 122.60 (-1.23)
Stressed Out: A Bond Market Risk Ranking Of Leading Financial Institutions
Donald van Deventer - at Seeking Alpha - Tue Jan 27, 5:29PM CST
GE: 25.15 (+0.26), ALLY: 22.05 (+0.21), BLK: 376.04 (+1.16), C: 51.20 (+0.31), BAC: 16.61 (-0.06), WFC: 55.33 (+0.47), TM: 132.49 (+0.67), TLT: 128.19 (-1.33), TBT: 44.22 (+0.88), MS: 36.78 (-0.12), NTRS: 70.08 (-0.51), JPM: 59.67 (+0.10), USB: 45.07 (-0.05), RY: 62.26 (+0.23), BRK.B: 148.34 (-1.45), BRK.A: 222,555.00 (-1,905.00), NAVI: 22.37 (+0.16), PSEC: 8.67 (+0.07)