wittgenstein’s Activity

Yesterday

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wittgenstein replied to the Berkshire Hathaway board. 1 hour ago

Re: IBM: Is Buffett Wrong?

Yoda:

What a surprise!

Thanks.

From the time Mr. Watson worked at the National Cash Register Co., his ideas and delivery have come an incredibly long way.

BRK has too. Hathaway is no longer what it was, though Papa [more]

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wittgenstein replied to the Value Hounds board. 7:04 PM

Re: EiJFW #3

What happens to Jens..Jensen? Well, he stays with Fredriksen's investment group, and overseas the sale and purchase of assets. For Jensen, is this a step-down move or a change of role? I guess that depends on whether he keeps his FRO board seat [more]

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wittgenstein replied to the Berkshire Hathaway board. 1:10 PM

Re: KO (OT):

The same stock price as 16 years ago is certainly discouraging, but that's what happens when you start in 1998 with a huge company trading at 50 times earnings. At 22 times earnings, i.e. 4.6% earnings yield, of which 3% is paid out in dividends, [more]

Mon Oct 20

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wittgenstein replied to the Berkshire Hathaway board. 9:03 AM

Re: IBM releasing earnings 7AM tomorrow

I bet on its survival and its continued ability to pay good and rising dividends.

G H U



Good bet, IMO.

IBM is one of three retirement positions we presently have on 100% DRIP, sine we normally use our dividends [more]

Sun Oct 19

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wittgenstein replied to the Shipping News board. 9:23 PM

Re: VLCCF grows

I think the Golden Ocean transaction will definitely help VLCCF in a couple of ways e.g. revenue
and organizational structure, but this is a quick turn of events for those who got involved with VLCCF after
the FRNT Capes transferred
[more]

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wittgenstein posted to the Political Asylum board. 8:45 PM

Hillary and Co coming to Maine

Gotta stop Paul Lepage. Very important, because illegal immigrants need freebies.

[more]

Sat Oct 18

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wittgenstein replied to the Shipping News board. 5:26 PM

Re: VLCCF grows


Unfotunately, in the short term, this move will almost certainly impact the VLCCF dividend, which in turn
will affect VLCCF's share price. This in turn will affect the valuation of VLCCF's largest shareholder i.e. Frontline
2012, and
[more]

Fri Oct 17

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wittgenstein replied to the Political Asylum board. 12:16 PM

Re: ObamaBully - mad at France Re Ebola

Look Europeans, you were fine with pulling slaves out of Africa. Why not go back there now, and help out with this?

The slave trade was financed to an important exent by Harvard College.

The Pres. knows that. He didn't mind [more]

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wittgenstein replied to the Political Asylum board. 10:50 AM

Re: Paging Ebola Victims abroad

Sorry for your plight.


You can have our National Guard to do whatever's necessary.

Americans don't require protection at home.

[more]

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wittgenstein replied to the Berkshire Hathaway board. 8:34 AM

Re: 100% of Macroeconomists

Dabble in macroeconomics as a citizen, if you will

I....

1. Subscribe to The Economist (and read a few interesting articles each week....scarcely any of which are remotely about economics), and

2. Pay our American [more]

Thu Oct 16

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wittgenstein replied to the Macro Economic Trends and Risks board. 10:58 PM

Re: WHO's in charge of Ebola Fight?

Aside from the large group of people who were demanding action BEFORE we had any US cases.

No politics on METAR, but then politics rarely comes into effect until there is a difficult problem the politicians can't convincingly claim [more]

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wittgenstein replied to the Value Hounds board. 12:14 PM

Re: Darden no Garden !!

Mushy pasta, not enough wine, too many breadsticks. That’s what an activist investor group says is wrong with Olive Garden. And that’s just for starters.

I have it on good authority that most of the menu is frozen in bags and microwaved.
[more]

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wittgenstein replied to the Berkshire Hathaway board. 8:54 AM

Re: OT: CBI LUK TSLA

Thanks for the recent mention of CHK's drop, Jim!

This might help, though maybe it took present energy market weakness to make it happen.

[more]

Wed Oct 15

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wittgenstein replied to the Berkshire Hathaway board. 2:29 PM

Re: dry powder anyone?

Like having a lot of cash, and my equity portfolio allocations seem fine, though I may reduce a bit of my REIT preferreds before the vol there increases.

Otherwise, maybe some big time smart speculators wi be liquidating other asset [more]

Tue Oct 14

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wittgenstein replied to the Real Estate Inv. Trusts: REITs board. 5:34 PM

Re: Free e-book on Income Investing

I hope some will derive benefit from this book.


Bruce. Many thanks. Actually I decided to leverage a bit. I got an extra for my son who runs his own portfolio when he's not too busy running his restaurant, which is rarely and [more]

Mon Oct 13

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wittgenstein replied to the Berkshire Hathaway board. 6:02 PM

Re: CBI: Not Exactly OT

curious how strongly people believe in the company/stock vs Todd/Ted's actions.

I won't dump, but then again I never jump. Knew the company 25 years ago before they entered these new interesting markets, and since I'm generally [more]

Sun Oct 12

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wittgenstein replied to the Value Hounds board. 12:32 PM

Re: Darden no Garden !!

It sure ain't.

last month, it issued a 294-page presentation detailing what it thought Darden’s management was doing wrong......Olive Garden’s menu has mushroomed to 96 items. ...

Having once "attempted to eat" in [more]

Fri Oct 10

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wittgenstein posted to the Real Estate Inv. Trusts: REITs board. 4:03 PM

OT:EPD

Today Enterprise announced their 41st consecutive quarterly distribution
increase. And closed 10% below its month ago close.

For those who relax profitably with REITS, but might have an interest in profitable, though not presently [more]

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wittgenstein replied to the Real Estate Inv. Trusts: REITs board. 8:49 AM

Re: Buybacks

Gracepeace,

Thanks much for the article.... I had overlooked it.

One more reason I'm committed to a a PLP (Personal Liquidity Plan)!!

(And thanks to all for another great REITboard thread. What do people who don't have TMF [more]

Thu Oct 9

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Boards Post

wittgenstein replied to the Berkshire Hathaway board. 4:34 PM

Re: Stocks are not overvalued

Another reason to take some comfort in Berkshire. Not obsessed with financial engineering or appeasing the analysts for another quarter. Not much of a history of doing silly things like ill-conceived and reckless repurchase of shares near the top [more]

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Big gold star, 5000 posts Old School Fool
Board Posts 5486
Recs Received 5515
People who have rec'd these posts 1007
Recs to Posts Ratio (last 30 days) 3.10
Threads Started 798
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Most Frequent Board Political Asylum
Very First Post FUN (5/19/1998)
Percentage of Posts Rec'd 42.20 %
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