LONGREITS’ Activity

Sun Dec 21

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Boards Post

LONGREITS replied to the Berkshire Hathaway board. 6:23 PM

Re: Todd and Ted Stumble a Bit

The article's title should read:

"Seize Opportunity to Buy Stocks Selected by World Class Investors at a Discount to Prices They Paid"

Thu Dec 11

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LONGREITS replied to the Berkshire Hathaway board. 10:27 AM

Re: Will Berkshire buy oil stocks/companies?

Ex $19 it would be $37 or a little cheaper than HAL currently trading. Looks like opportunity is going long BHI for break-up free to bolster balance sheet if you think oversold.

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LONGREITS replied to the Berkshire Hathaway board. 10:23 AM

Re: Will Berkshire buy oil stocks/companies?

BHI trading at $56. Ex $19 cash part of deal, $33 or about 20% less than current $38.70 HAL price.

$3.5 bn breakup fee, or almost 15% of BHI market cap. Not sure of details of breakup fee (MAC clause?, etc).

[more]

Wed Dec 10

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LONGREITS replied to the Berkshire Hathaway board. 3:19 PM

Re: Dec options cycle

Thank you. I was thinking about Davita.

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LONGREITS posted to the Berkshire Hathaway board. 2:14 PM

Dec options cycle

Does anyone know when the 2017 options come out for the Dec cycle?

Wed Nov 12

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LONGREITS replied to the Berkshire Hathaway board. 4:14 PM

Re: Abnormal DVA volume today

Berkshire is the natural buyer today, but who knows. We know the last Form 4 was filed in late February, and buying was up to $68. The stock is around 12% higher now, 8.5 months later, and we know from past purchases Berkshire has been willing to buy [more]

Tue Nov 11

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LONGREITS posted to the Berkshire Hathaway board. 7:42 PM

Abnormal DVA volume today

The significant volume - nearly 2.5x trailing 3M average - makes the mind wander...

Tue Oct 14

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Boards Post

LONGREITS replied to the Berkshire Hathaway board. 7:23 PM

Re: Ted and Todd - Results

"I too felt it was a Combs pick until I saw it when I was looking at Weschler's 13F."

Interesting. I'll have to look into it.

NL

Boards Post

LONGREITS replied to the Berkshire Hathaway board. 3:58 PM

Re: Ted and Todd - Results

Nice article. I'm not sure Suncor is a Weschler pick and Liberty Global a Combs pick - rather, the other way around.

Thu Oct 2

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LONGREITS posted to the Berkshire Hathaway board. 4:44 PM

Do we know what 4 stocks?

"Like their boss, Weschler and Combs concentrate their stock picks. BNSF’s portfolio, which was valued at $2.5 billion as of Dec. 31, liquidated hundreds of holdings as the deputies took over. By the end of last year, more than 60 percent of the [more]

CAPS Stats & Trivia

CAPS Player Rating < 20
Player Rank 0 out of 75073
Score -285.83
Score Change Today -0.39
Accuracy 37.50%
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Total Picks 16
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Boards Stats & Trivia

Big red star, 1000 posts Old School Fool
Board Posts 3076
Recs Received 5533
People who have rec'd these posts 673
Recs to Posts Ratio (last 30 days) N/A
Threads Started 1052
Threads Started Percentage 34.20 %
Most Frequent Board Berkshire Hathaway
Very First Post BRK Options and Buying on Margin (2/6/2007)
Percentage of Posts Rec'd 51.40 %
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