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Sorted by: Date | Top Results
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| 1. |
George Risk Analysis 
Hello, I've written up a brief analysis of George
Risk that some here may be interested in: http://
www.rationalwalk.com/?p=4452
Business & Finance > Investments > Stocks (A to Z) > Stocks G >
George Risk Industries Inc.
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rnagarajan |
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22-Jan-10 09:57 am |
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| 2. |
Re: 13-F - Book Value probably up $2k/A shr in Q4 so far
", looks like the portfolio has increased by almost
$4.9 Billion since the filing date and today ($56,546,051,000
9/30) to ($61,436,219,909 today) about $3155 per share."
You have to back out the...
Business & Finance > Investments > Stocks (A to Z) > Stocks B >
BERKSHIRE HATH HLD A (BRK-A)
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rnagarajan |
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16-Nov-09 10:41 pm |
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| 3. |
Re: 13-F - Book Value probably up $2k/A shr in Q4 so far
Hmmm, the file seems to download for me. Did you try
right clicking and selecting download? I'll have
a friend check on this for me from another computer
and I'll also post a PDF.
Business & Finance > Investments > Stocks (A to Z) > Stocks B >
BERKSHIRE HATH HLD A (BRK-A)
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rnagarajan |
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16-Nov-09 09:09 pm |
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| 4. |
Re: U R master of the
Glad it's obvious to you. I'm just a mere mortal,
way down fromyou on the IQ scale, and I like to look
at the data.
Business & Finance > Investments > Stocks (A to Z) > Stocks B >
BERKSHIRE HATH HLD A (BRK-A)
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rnagarajan |
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16-Nov-09 07:37 pm |
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| 5. |
13-F - Book Value probably up $2k/A shr in Q4 so far
I posted an update based on today's 13-F on my
blog: http://www.rationalwalk.com/?p=3562 Also, I
looked at likely gains for Q4 so far based on changes
in market value of the...
Business & Finance > Investments > Stocks (A to Z) > Stocks B >
BERKSHIRE HATH HLD A (BRK-A)
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rnagarajan |
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16-Nov-09 07:13 pm |
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| 6. |
Re: THIS is the bright side?????????
Revenues could have been hit far more than they have
been if you think about it. Those are not large declines
compared to what many of the other...
Business & Finance > Investments > Stocks (A to Z) > Stocks B >
BERKSHIRE HATH HLD A (BRK-A)
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rnagarajan |
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7-Nov-09 11:16 pm |
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| 7. |
Notes on Wesco Q3 Results
Some notes on Wesco's Q3 results. Wesco trades
below 9/30 book value. http://www.rationalwalk.co
m/?p=3398
Business & Finance > Investments > Stocks (A to Z) > Stocks B >
BERKSHIRE HATH HLD A (BRK-A)
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rnagarajan |
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7-Nov-09 06:14 pm |
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| 8. |
Notes on Q3 Results
Notes on Q3 results: http://www.rationalwalk.com/?
p=3398
Business & Finance > Investments > Stocks (A to Z) > Stocks W >
Wesco Financial Corp. (WSC)
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rnagarajan |
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7-Nov-09 06:13 pm |
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| 9. |
Berkshire Q3 Results
Here are my thoughts on Berkshire's Q3. All in
all, better than I expected for Book Value and I think
things might be turning for the operating...
Business & Finance > Investments > Stocks (A to Z) > Stocks B >
BERKSHIRE HATH HLD A (BRK-A)
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rnagarajan |
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6-Nov-09 08:27 pm |
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| 10. |
Berkshire&&39;s use of stock for BNI
Buffett's use of stock has led to many questions
regarding whether he considers Berkshire to be trading
near IV... I'm not yet sure what to make of this
without...
Business & Finance > Investments > Stocks (A to Z) > Stocks B >
BERKSHIRE HATH HLD A (BRK-A)
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rnagarajan |
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3-Nov-09 11:30 am |
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| 11. |
Hurco Website Down?
I've been trying to connect to Hurco's website
since Friday and it appears to be down:<a href=\"http://www.hurco.com\"
rel=\"nofollow\">http://www.hurco.com
Anyone have luck connecting to it?
Business & Finance > Investments > Stocks (A to Z) > Stocks H >
Hurco Companies, Inc. (HURC)
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rnagarajan |
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31-Aug-09 03:23 pm |
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| 12. |
Thoughts on Q2
Here are my thoughts on Q2. Solid quarter (NetJets
horrors aside...)<a href=\"http://www.rationalwalk.com/?p=2382\"
rel=\"nofollow\">http://www.
rationalwalk.com/?p=2382
Business & Finance > Investments > Stocks (A to Z) > Stocks B >
BERKSHIRE HATH HLD A (BRK-A)
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rnagarajan |
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7-Aug-09 09:45 pm |
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| 13. |
Santulli CNBC Interview
This is loss for Berkshire, there is no doubt about
it. Back in June, I wrote about NetJets and a CNBC
interview (fairly long at 9 minutes) with Santulli.
<a href=\"http://www.rationalwalk.com
/?p=1817...
Business & Finance > Investments > Stocks (A to Z) > Stocks B >
BERKSHIRE HATH HLD A (BRK-A)
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rnagarajan |
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4-Aug-09 10:29 pm |
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| 14. |
Re: Barrons
In my opinion, Price/Book Value methods of coming up
with Berkshire's IV are mistaken. Barron's
uses a P/BV method in the article. See link below
for why.<a href=\"http://www...
Business & Finance > Investments > Stocks (A to Z) > Stocks B >
BERKSHIRE HATH HLD A (BRK-A)
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rnagarajan |
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11-Jul-09 07:11 pm |
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| 15. |
GS Downgrade: Typical ST Focus
Very short term focus ignoring secular trends toward
thrift. More here:<a href=\"http://www.rationalwalk.com/?p=1973\"
rel=\"nofollow\">http://www.
rationalwalk.com/?p=1973
Business & Finance > Investments > Stocks (A to Z) > Stocks W >
Wal-Mart Stores, Inc. (WMT)
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rnagarajan |
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15-Jun-09 09:21 pm |
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| 16. |
Re: Hurco Q2 Results
I'm not sure that there is any reason to conclude
that warranty provisions as a % of sales for the current
quarter should have been as low based on your...
Business & Finance > Investments > Stocks (A to Z) > Stocks H >
Hurco Companies, Inc. (HURC)
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rnagarajan |
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8-Jun-09 05:33 pm |
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| 17. |
Re: Hurco Q2 Results
I have reluctantly sold my position this morning at
14.75. Here is my rationale:<a href=\"http://www.rationalwalk.com/?p=1834\"
rel=\"nofollow\">http://www.rationalwalk.com/?p=1834
In short, my confidence in management...
Business & Finance > Investments > Stocks (A to Z) > Stocks H >
Hurco Companies, Inc. (HURC)
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rnagarajan |
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5-Jun-09 01:04 pm |
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| 18. |
Re: Hurco Q2 Results
I hope you are correct. I've only been following
Hurco for a few months and quality of mgmt is one
of the things I liked about the story when I...
Business & Finance > Investments > Stocks (A to Z) > Stocks H >
Hurco Companies, Inc. (HURC)
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rnagarajan |
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2-Jun-09 04:56 pm |
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| 19. |
Re: Hurco Q2 Results
Hurco's CFO did respond to the question on warranty
reserves stating that he could not reveal anything
to me due to regulation FD (which is understandable).
I wrote about...
Business & Finance > Investments > Stocks (A to Z) > Stocks H >
Hurco Companies, Inc. (HURC)
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rnagarajan |
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1-Jun-09 06:24 pm |
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| 20. |
Why I like WMT here ...
FWIW, the case for WMT at around 50 and why I sold
SHLD shares to fund my purchase:<a href=\"http://www.rationalwalk.com/?p=1734\"
rel=\"nofollow\">http://www.
rationalwalk.com/?p=1734
Business & Finance > Investments > Stocks (A to Z) > Stocks W >
Wal-Mart Stores, Inc. (WMT)
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rnagarajan |
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1-Jun-09 03:37 pm |
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