ToddFinances1’s Activity

Wed Feb 18

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Boards Post

ToddFinances1 replied to the Berkshire Hathaway board. 2:18 PM

Re: Mr. Buffett wrong again on an oil major?

Jim, as it pertains to XOM I totally agree. The stock has barely budged and yet oil has been cut in half. Also, the new equilibrium price is probably around $65-$70 for U.S. crude. We won't see $100 for quite some time.

Some stocks like HAL [more]

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ToddFinances1 replied to the Berkshire Hathaway board. 12:34 PM

Re: Mr. Buffett wrong again on an oil major?

I don't get it. Oil has fallen at least 50% six times since 1980. If you're going to buy any oil company why not just wait to buy during the bust? Like now.

Sat Dec 27

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ToddFinances1 replied to the Berkshire Hathaway board. 11:48 AM

Re: Does Buffett not think we're playing with fi

<<Why would high profits be bad?>>

Highly prone to mean reversion.

Todd

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ToddFinances1 replied to the Berkshire Hathaway board. 11:15 AM

Re: Does Buffett not think we're playing with fire?

http://www.cnbc.com/id/102297080

Investors in U.S.-based funds poured $36.5 billion into stock funds in the latest weekly period, marking the biggest inflows on record as U.S. stocks surged to [more]

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ToddFinances1 posted to the Berkshire Hathaway board. 10:51 AM

Does Buffett not think we're playing with fire?

After-tax corporate profits as a percentage of GDP.

http://research.stlouisfed.org/fred2/graph/?g=cSh

Todd

Tue Dec 16

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Boards Post

ToddFinances1 replied to the Berkshire Hathaway board. 6:00 PM

Re: IBM

Turning into a great price. I'm following it as well.

Todd

Sun Dec 14

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ToddFinances1 replied to the Berkshire Hathaway board. 6:34 PM

Re: Prescient Forbes Article on the Oil Bust

<<That $50 break-even price is a market price. A petroleum engineer making $150k today would be happy to accept half the salary when low oil price persists and so would the contractors, land owners, etc. And the break-even price could be $30 or [more]

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ToddFinances1 replied to the Berkshire Hathaway board. 11:24 AM

Re: Prescient Forbes Article on the Oil Bust

<< If you believe everything in this article i.e. that the whole economic recovery since 2009 is a bubble driven by over stimulating central banks, then you should sell all stocks including Berkshire. I doubt that WEB believes [more]

Sat Dec 13

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ToddFinances1 replied to the Berkshire Hathaway board. 9:05 PM

Re: Prescient Forbes Article on the Oil Bust

<< my amazement, you sounded like one of them just yesterday>>

I'm a value investor so I'm attracted to falling prices. What's not to be excited about? I'm trying to decide when is a good entry point. As you can tell by my first [more]

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ToddFinances1 posted to the Berkshire Hathaway board. 1:36 PM

Prescient Forbes Article on the Oil Bust

Jesse Colombo nails it! In June he identified 9 reasons why oil was headed for a bust. You have to read it. Based on some of the factors oil may be headed a lot lower from here. He describes the post 2009 era as another bubble as central bankers [more]

Fri Dec 12

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ToddFinances1 replied to the Berkshire Hathaway board. 10:41 AM

Re: Will Berkshire buy oil stocks/companies?

<<I wonder if oil is a bit like gold? Buffett having disdain for gold. In this way--oil is priced globally essentially by a cartel and more to the point one member of that cartel. Is that really a business/commodity you want to roll the dice [more]

Wed Dec 10

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ToddFinances1 replied to the Berkshire Hathaway board. 11:56 PM

Re: Will Berkshire buy oil stocks/companies?

Great opportunities in the making. At $50 oil about half of U.S. oil shale producers are below break-even levels. The remedy for a low price is a low price. In other words, the lower oil goes now the higher it will be 2-3 years from now. I'm planning [more]

Sat Dec 6

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ToddFinances1 posted to the Berkshire Hathaway board. 11:47 AM

Energy on Sale

Anyone looking to buy some battered oil stocks? It looks like there are some opportunities in this sector.

Todd

Wed Dec 3

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ToddFinances1 posted to the Berkshire Hathaway board. 8:40 PM

Ozone of Reasonableness

Market cap of U.S. equities as a percentage of GDP hits 127%.

http://www.gurufocus.com/stock-market-valuations.php

Todd

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Boards Stats & Trivia

Three stars, 500 posts
Board Posts 507
Recs Received 2083
People who have rec'd these posts 384
Recs to Posts Ratio (last 30 days) N/A
Threads Started 104
Threads Started Percentage 20.51 %
Most Frequent Board Berkshire Hathaway
Very First Post Hello to All (12/24/2009)
Percentage of Posts Rec'd 71.20 %
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