Author Topic: Buffett/Berkshire - general news  (Read 460566 times)

John Hjorth

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gfp

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Re: Buffett/Berkshire - general news
« Reply #461 on: May 05, 2017, 07:49:01 AM »
In case anyone else is curious about the shareholder intelligence firms Buffett referred to in his CNBC interview, here is an example of one -

http://www.shareintel.com/howitworks.cfm

Here is the interview in the Kiewit plaza lobby in its entirety from Becky Quick.  She was kind of surprised to receive the scoop / breaking news.  "Why are you telling us this?"

http://video.cnbc.com/gallery/?video=3000616150

John Hjorth

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Re: Buffett/Berkshire - general news
« Reply #462 on: May 05, 2017, 08:44:26 AM »
Awesome interview! - Mr. Buffett is now at the age of 86 - still sharp as a razor - even in situations with headwinds. [I wonder if we will see Amazon in the Berkshire portfolio in due course?]

- - - o 0 o - - -

Kicking in a footnote here:

globalfinancepartners,

You are doing a great job for us all here at CoBF taking the time to guide other board members to interesting things! - Tirelessly and consistently - It is very much appreciated!

Thank you!, - and have a nice weekend.
”In the race of excellence … there is no finish line.”
-HH Sheikh Mohammed Bin Rashid Al Maktoum, Vice President and Prime Minister of the United Arab Emirates and Ruler of Dubai

DooDiligence

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Re: Buffett/Berkshire - general news
« Reply #463 on: May 05, 2017, 09:10:14 AM »
In case anyone else is curious about the shareholder intelligence firms Buffett referred to in his CNBC interview, here is an example of one -

http://www.shareintel.com/howitworks.cfm

Here is the interview in the Kiewit plaza lobby in its entirety from Becky Quick.  She was kind of surprised to receive the scoop / breaking news.  "Why are you telling us this?"

http://video.cnbc.com/gallery/?video=3000616150

WEB hates cash!

At Geico "you can almost hear the checks hitting the mailbox..."

Housing strong but people holding off on furniture.

Apple borrowing $ from US to buy back shares (until repatriation - my words not his)

Modest hiring of RR employees.

Disclosed the IBM sale (good call doing it before 13F & the meeting) & said he should've bought the S & P instead of IBM.

Picking losses for future harvest.

Still uses a flip phone.
Healthcare 25.9% - CVS EW NVO // BRK.B - 23.1% // Auto's & Oil 15.0% - CLB GPC VDE

Entertainment 4.8% - DIS // Banking 9.9% - WFC // Drinkers & Smokers 4.9% - MO

%'s held @ MV 08/29/2019 minus 16.4% investable cash

i trumpet my ignorance

https://twitter.com/tunawish

gfp

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Re: Buffett/Berkshire - general news
« Reply #464 on: May 05, 2017, 09:47:31 AM »
DD, I believe the comment about people holding off on purchases from his sources at the Furniture Mart was in reference to the iPhone, not furniture.  NFM has a large electronics business as well.

Charlie

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Re: Buffett/Berkshire - general news
« Reply #465 on: May 06, 2017, 04:56:23 AM »

DooDiligence

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Re: Buffett/Berkshire - general news
« Reply #466 on: May 09, 2017, 10:48:27 AM »
DD, I believe the comment about people holding off on purchases from his sources at the Furniture Mart was in reference to the iPhone, not furniture.  NFM has a large electronics business as well.

I read that wrong - thanks...
Healthcare 25.9% - CVS EW NVO // BRK.B - 23.1% // Auto's & Oil 15.0% - CLB GPC VDE

Entertainment 4.8% - DIS // Banking 9.9% - WFC // Drinkers & Smokers 4.9% - MO

%'s held @ MV 08/29/2019 minus 16.4% investable cash

i trumpet my ignorance

https://twitter.com/tunawish

sleepydragon

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Re: Buffett/Berkshire - general news
« Reply #467 on: May 10, 2017, 06:45:08 PM »
In case anyone else is curious about the shareholder intelligence firms Buffett referred to in his CNBC interview, here is an example of one -

http://www.shareintel.com/howitworks.cfm

Here is the interview in the Kiewit plaza lobby in its entirety from Becky Quick.  She was kind of surprised to receive the scoop / breaking news.  "Why are you telling us this?"

http://video.cnbc.com/gallery/?video=3000616150

I wondering if company like this is legal? Effective the CEO and certain executives can have access to information that's never available to  public investors. SEC shall ask such information be published with delays (same as 13F) and watch for anybody who get access to this information and trade on it.

gfp

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Re: Buffett/Berkshire - general news
« Reply #468 on: May 22, 2017, 05:04:23 AM »
Berkshire applying to the Federal Reserve to continue to hold an ever-increasing percentage of Amex, due to AXP's share repurchases.  Same deal as Well's, hopefully with a better outcome for BRK ->
https://www.bloomberg.com/news/articles/2017-05-19/berkshire-asks-fed-to-boost-cap-on-amex-ownership-to-almost-25

oops - I see this was already mentioned on the AXP thread - my apologies
« Last Edit: May 22, 2017, 05:06:04 AM by globalfinancepartners »

sleepydragon

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Re: Buffett/Berkshire - general news
« Reply #469 on: May 22, 2017, 06:09:23 AM »
Berkshire applying to the Federal Reserve to continue to hold an ever-increasing percentage of Amex, due to AXP's share repurchases.  Same deal as Well's, hopefully with a better outcome for BRK ->
https://www.bloomberg.com/news/articles/2017-05-19/berkshire-asks-fed-to-boost-cap-on-amex-ownership-to-almost-25

oops - I see this was already mentioned on the AXP thread - my apologies

So what Feds can come up with now. Berkshire not allowed to use AXP cards? lol