Interesting was the admission that the purchase of Burlington Northern (BNI) was “not a bargain”
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This is one of a very small handful of stocks you can actually buy and pay very little attention to for those who desire that in their portfolio. I would certainly rather have my money here than in 99% of all mutual funds for the next 10 years. Unlike the mutual funds who require you to pay them a fee, PM will actually pay you almost 5% a year (and growing).
Can’t decide on this one.
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Key statement, “we are an investor, not a divestor in Ag.”
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A follow up to a recent post on the same subject from the same company
This one makes sense given recent results….
Long time readers know Berkowitz is a ValuePlays favorite.
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I continue to think this is only a matter of time
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What do we do now?
“Davidson” submits…
Titled “Why We Invest the Way We Do”.
Subs: Bids For General Growth?
Every time I go on vacation I get news from a holding. Whether it be Dow buying Rohm & Haas, Altria spinning of Phillip Morris International or others, something always happens. This time I am at dinner and my phone starts going nuts as subscribers are sending me messages about this. Talk about on the ball subs….. nice job folks. Because they are so vigilant, I will reciprocate and answer all the questions I am getting on vacation.
No date on this one but I never get tired to reading either Grant or Schloss. The talk is titled “65 Years on Wall St.”
No date on this one but I never get tired to reading either Grant or Schloss. The talk is titled “65 Years on Wall St.”
The explanation on the difference between traders/investors/analysts is excellent