Buffett vs. Cramer: Time to Buy or Sell? Posted Oct 06, 2008 07:56pm EDT by Aaron Task in Investing, Newsmakers Related: GE, GS, BRK-B, AAPL, UFS, MCF, CEG Two of the most storied investors in modern finance are squaring off as the market gyrates. On the one hand, legendary investor Warren Buffett has invested billions recently with investments in GE, Goldman Sachs and Constellation Energy, among others. On the other hand, former hedge fund titan and market pundit Jim Cramer made a remarkable "sell stocks if you need the money within the next 5 years" declaration on NBC's "The To...
<!-- /DATA FIELDS --> It's no surprise that Berkshire Hathaway topped our list. That's because CEO Warren Buffett, "The Oracle of Omaha," guided his holding company through more than just one recession. In fact, the company has returned 21.1% a year since Buffett took over in 1965. The S&P 5...
The company: BRK's domestic story remains strong with the continued growth of Geico and the benefits post-Katrina increases in insurance rates likely to show up in the bottom line. The formation of Berkshire Hathaway Assurance (muni bond insurance) provides yet another source of domestic growth. The acquisition of Iskar (metal working tools) should allow Berkshire to capitalize on global trends - note the new plant in China.
A personal note: Although the BRK growth story remains strong, Berkshire is not undervalued relative to it's peers (well managed large caps such as GE, not i...
A big dive in the market yesterday. It looks like investors were spooked by a few earnings bumps and of course the housing market scares everyone. The reality is that housing is bad. There will be a lot of people who lose a lot of money on houses but it will be slow. There aren’t going to be millions of foreclosures in the next month, it’s going to take years for this whole thing to settle out. In the mean time the economy is good, employment is good, inflation is low so as a while the market has no big worries. Take the dips because of sub-prime or housing worries as buying opportunities.
Here's a shocker (although not really to those paying attention), if you would have invested in Berkshire Hathaway Inc. (NYSE: BRK.B) three years ago instead of the wonder company Google, Inc. (NASDAQ: GOOG) you would be 30% ahead right now.
'My pal Warren' never ceases to amaze and for all the excitement that Google has brought to the investment world, the stock market in particular, and the internet -- scaring ...
Just filed
Tilson's Fund reduced holdings in:
American Express (AXP)
Sears Holdings (SHLD)
Borders (BGP)
Barnes and Noble (BKS)- position closed
Starbucks (SBUX)- position closed
Target (TGT)
He added to or initiated:
Berkshire Hathaway (BRK.B)
Echostar (DISH)
Delias (DLIA)
Anheuser Busch (BUD)
Research in Motion (RIMM)
Chesapeake Energy (CHK)
The total value of T2's holding has gone from $112 million in July to $132 million as of today's filing.
Note, this does not indicate...
Tilson's Fund reduced holdings in: American Express (AXP) Sears Holdings (SHLD) Borders (BGP) Barnes and Noble (BKS)- position closed Starbucks (SBUX)- position closed Target (TGT)
He added to or initiated: Berkshire Hathaway (BRK.B) Echostar (DISH) Delias (DLIA) Anheuser Busch (BUD) Research in Motion (RIMM) Chesapeake Energy (CHK)
Tilson's Fund reduced holdings in: American Express (AXP) Sears Holdings (SHLD) Borders (BGP) Barnes and Noble (BKS)- position closed Starbucks (SBUX)- position closed Target (TGT)
He added to or initiated: Berkshire Hathaway (BRK.B) Echostar (DISH) Delias (DLIA) Anheuser Busch (BUD) Research in Motion (RIMM) Chesapeake Energy (CHK)
As October -- what has been one of the spookiest ever -- comes to an end today, many will go home this evening to face the ultimate challenge: Trick or Treat.
In the market in the past month, heck, in the past year, it...
Data powered by QuoteMedia.
All Rights Reserved.
Data delayed 15 to 20 minutes unless otherwise indicated.
Terms of Use.
None of the information contained on SocialPicks.com constitutes a recommendation by SocialPicks or its users that any particular security, portfolio of securities, transaction, or investment strategy is suitable for any specific person. SocialPicks is not responsible for the posts, discussions, and recommendations of the users on the Site. SocialPicks does not provide investment advice. You must make your own independent decisions regarding any security, portfolio of securities, transaction, or investment strategy mentioned on the website. SocialPicks' users' past results are not necessarily indicative of future performance. Neither SocialPicks nor any of its users guarantees any specific outcome or profit, and you should be aware of the real risk of loss in following any strategy or investments discussed on the website. You understand and agree that you use the Site and Services at your own discretion and risk and that you will be solely responsible for any damages that arise from such use. Before acting on any information contained on the website, you should consider whether it is suitable for your particular circumstances and strongly consider seeking advice from your own financial or investment adviser.