khrushchv’s Activity

Thu Feb 26


Boards Post

khrushchv posted to the Berkshire Hathaway board. 5:08 PM

Another stock for BRK

Just thinking out loud here...

Given the current contraction in oil prices, and the concomitant contraction in share prices for anything oil related, a target that BRK might consider here is National Oilwell Varco (NOV). NOV sells pickaxes [more]

Tue Feb 17


Boards Post

khrushchv posted to the Value Hounds board. 1:25 PM

AZZ - thinking about selling

I ended up with shares of AZZ principally because I owned shares of (the no-longer-traded) North American Galvanizers (I had a few shares of AZZ before they bought out NGA in 2010…but the bulk of my AZZ shares come from the buyout of NGA). And ever [more]

Thu Feb 12


Boards Post

khrushchv replied to the Falling Knives board. 2:08 PM

Re: Oil vs Oil companies

The supermajors (XOM, RDS, BP and CVX) have a business model that includes lots of downstream activities such as refining and chemicals. These downstream activities attenuate the sensitivity of their profits to changes in hydrocarbon prices: When oil [more]

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Two stars, 250 posts Old School Fool
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