rclosch

Richard Losch

rclosch’s Activity

Thu Aug 27

NL

Boards Post

rclosch replied to the Berkshire Hathaway board. 12:54 PM

Re: OT: CBI and Nuclear Energy

I think CBI will do very well on many fronts, and make some money on this front for a few years, but I expect no gold mine.

I agree. I see no gold mine. It is way to early to predict how much business CBI will get (or want) in is [more]

Tue Aug 25

NL

Boards Post

rclosch posted to the Berkshire Hathaway board. 3:55 PM

OT: CBI and Nuclear Energy

This is text only if you want to see pictures and charts use the link below.

http://www.loschmanagement.com/content/cbi-and-nuclear-energ...


At first [more]

Tue Aug 18

NL

Boards Post

rclosch replied to the Berkshire Hathaway board. 1:43 PM

Re: Misisng company

The PSX was exchanged for the outright purchase of a company by Lubrizusol.

NL

Boards Post

rclosch replied to the Berkshire Hathaway board. 11:40 AM

Re: Misisng company

My guess is either IBM or WMT.

Both of these positions where shown on 13F, so is not them. Must be something new.

Mon Aug 17

NL

Boards Post

rclosch replied to the Berkshire Hathaway board. 11:09 PM

Re: Misisng company

Berkshire has received permission from the SEC to leave off $3 billion or so new position off 13 hr. My guess just for fun is a health insurance company.

Looks Like about $2 Billion of this was in the 2nd QTR. Based on size it looks [more]

Mon Aug 10

NL

Boards Post

rclosch replied to the Berkshire Hathaway board. 12:08 AM

Re: 30+B Acquisition - PCP

I've owned them since 8/08 and really hate to see them get bought out.

I agree, I hope it is not true. This is a company I like and I would prefer they remain public. good for Berkshire. Bad for me and my clients.

Mon Jul 27

NL

Boards Post

rclosch posted to the Berkshire Hathaway board. 12:11 PM

CBI’s Fixed Price Contracts

The claims made in a recent Motley fool article on Chicago Bridge and Iron are something of a mystery to me. The article includes a nice table showing that 85% CBI’s current backlog is made up fixed price contracts.

[more]

Sat Jul 25

NL

Boards Post

rclosch replied to the Berkshire Hathaway board. 6:20 PM

Re: Barron's cover: "Buffett better than ev

Barrons Cover = The Kiss of Death

Mon Jul 20

NL

Boards Post

rclosch replied to the Berkshire Hathaway board. 5:47 PM

Re: way OT the 10 Cent Dollar

(You know me well enough by now, rclosch, that my posts are mostly of the "yeah, but..." variety. No offense intended.)

This is certainly true, and what is also true is that I have learned a lot from your “yeah buts”,in the [more]

NL

Boards Post

rclosch replied to the Berkshire Hathaway board. 2:57 PM

Re: way OT the 10 Cent Dollar

From a P&L standpoint so far Einhorn would have to be scored the winner. Yet here we are at $16.50 a share a few years after he took this one to the woodshed.

St Joe was Selling for $24 when Einhorn wrote his piece and is now [more]

NL

Boards Post

rclosch posted to the Berkshire Hathaway board. 12:09 PM

way OT the 10 Cent Dollar

This is text only, to see map and pretty picture go to

http://www.loschmanagement.com/content/2nd-quarter-letter-st...


St. Joe [more]

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Score Change Today -1.67
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Boards Stats & Trivia

Big red star, 1000 posts Old School Fool
Board Posts 1158
Recs Received 14670
People who have rec'd these posts 1768
Recs to Posts Ratio (last 30 days) N/A
Threads Started 504
Threads Started Percentage 43.52 %
Most Frequent Board Berkshire Hathaway
Very First Post Re: 4% Annual Return (11/8/1999)
Percentage of Posts Rec'd 81.87 %
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