Seriously, anyone wants to guess what he is buying now?

来源: 老周 于 2007-10-19 19:29:53 [] [博客] [旧帖] [给我悄悄话] 阅读数 : (558 bytes)
本帖于 2007-10-19 21:27:06 时间, 由普通用户 表情符号 编辑
回答: 关注巴菲特的下一步 由 边跑边唱 于 2007-10-19 19:12:24

Here is my guess: BAC.

BAC will be owning about 20% of CFC through its recent preferred investment (2B 7.25% note, with right to buy CFC at $18/share). It seems a safer bet than buying CFC directly....

Of course, one might argue that guessing on what Buffett is buying has no meaning by itself. I agree. But I still like the "game" because it is a good mind exercise for long-term value investment. Even though I don't necessarily buy the same stocks Buffett buys (only two overlaps, COP & USG), I find this mind process extremely valuable.

所有跟帖： 

• Banks are really cheap now -dividend_growth- ♀ 给 dividend_growth 发送悄悄话 dividend_growth 的博客首页 (243 bytes) () 10/19/2007 postreply 19:51:58

• D Xiong: So what you think he is buying NOW and why? -老周- ♂ 给 老周 发送悄悄话 老周 的博客首页 (0 bytes) () 10/19/2007 postreply 20:21:27

• 他卖中石油是因为不看好中石油的前景。 -revolver- ♂ 给 revolver 发送悄悄话 revolver 的博客首页 (38 bytes) () 10/19/2007 postreply 19:57:44

• 我同意你的猜测 -边跑边唱- ♂ 给 边跑边唱 发送悄悄话 边跑边唱 的博客首页 (449 bytes) () 10/20/2007 postreply 14:28:33

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