Comments for Fat Pitch Financials

Comment on Special Situations Real Money Portfolio - October 2008 by This BUDs for Me

This BUDs for Me — Thu, 20 Nov 2008 05:10:34 +0000

[...] Special Situations Real Money Portfolio showed $7,000 in cash for the hundred shares that I had acquired back on October 6, 2008. I [...]

Comment on Berkshire Hathaway Portfolio Holdings as of September 30, 2008 by peter xyz

peter xyz — Wed, 19 Nov 2008 18:40:45 +0000

Berkshire hasn’t increased its USG position as there is (from memory) a poison-pill in place. It was originally set at the 15% ownership level (back in the early 2000’s) - I think there was leeway on this figure when Berkshire underwrote the $40 rights offering, so ownership may have moved up somewhat at that time.

Comment on Berkshire Hathaway Portfolio Holdings as of September 30, 2008 by Davy Bui

Davy Bui — Tue, 18 Nov 2008 06:31:42 +0000

George,

Buffett’s oil position is reassuring, at least for me. Note that as oil makes new lows, even today, most of the oil/gas stocks are still off their lows. I’m not a technician or anything so I don’t know if that means anything. From a fundamental view, it looks like the oil sector is pretty undervalued and unless human civilization falls off in the next decade or so, these stocks are too cheap.

I’m glad to have Warren on my side of the trade.

Comment on Fat Pitch Financials Portfolio October 2008 Update by Festival of Stocks at The Enlightened American

Festival of Stocks at The Enlightened American — Tue, 18 Nov 2008 04:02:04 +0000

[...] This week’s Festival of Stocks is at The Enlightened American. The editor’s picks include Dividends4Life’s stock analysis of Microsoft (MSFT), MagicDiligence’s take on CTC Media (CTCM), Qovax on The Perils of One-time Charges, and my Fat Pitch Financials porfolio update. [...]

Comment on Berkshire Hathaway Portfolio Holdings as of September 30, 2008 by Chad

Chad — Tue, 18 Nov 2008 03:33:19 +0000

The Carmax reduction is particularly interesting. What changed? Mostly credit conditions. Will that materially affect their business? Perhaps, though if people can’t get credit, then they’ll have to buy the car they can afford without financing–probably a used car.

A second change is that new car sales are at historic lows. This also strikes me as a boon for used car dealers. The cars must come from somewhere.

Comment on Berkshire Hathaway Portfolio Holdings as of September 30, 2008 by I’ll Pass on Eaton Corp (ETN), for now — Old School Value

I’ll Pass on Eaton Corp (ETN), for now — Old School Value — Mon, 17 Nov 2008 19:09:28 +0000

[...] Eaton Corp (ETN). This is a small stake when compared to Berkshires other purchases. As George from Fat Pitch Financials mentions, the question remains as to whether this is a Buffett pick or from a [...]

Comment on Weekend Reading from Value Investing News - Buffett Portfolio Update by Berkshire Hathaway Portfolio Holdings as of September 30, 2008

Berkshire Hathaway Portfolio Holdings as of September 30, 2008 — Mon, 17 Nov 2008 13:34:55 +0000

[...] I noted on Friday, Berkshire Hathaway (BRKa) has issued its third quarter 13F filing. This filing lists the [...]

Comment on Fat Pitch Financials Portfolio October 2008 Update by The Enlightened American » 115th Edition of the Festival of Stocks

The Enlightened American » 115th Edition of the Festival of Stocks — Mon, 17 Nov 2008 08:14:27 +0000

[...] Fat Pitch Financials Portfolio October 2008 Update at Fat Pitch Financials * Editor’s Choice * George over at Fat Pitch goes over the carnage at his portfolio. He’s not the only one. On a brighter note, George’s Special Situations portfolio is performing much better. Stocks: BID, BR, Ebay, KFT, LENS, MHP, MSFT, MWRK, PFE, PRXI, USB, USG, WB, WEST, WFC, WU [...]

Comment on 114th Edition of the Festival of Stocks by Weekend Linkage - November 16, 2008

Weekend Linkage - November 16, 2008 — Mon, 17 Nov 2008 05:15:35 +0000

[...] 114th Edition of the Festival of Stocks at Fat Pitch Financials [...]

Comment on 114th Edition of the Festival of Stocks by Sunday Money Madness - Veterans Day Edition | Rich Credit Debt Loan

Sunday Money Madness - Veterans Day Edition | Rich Credit Debt Loan — Sun, 16 Nov 2008 13:54:56 +0000

[...] 114th Edition of the Festival of Stocks at Fat Pitch Financials [...]

Comment on 114th Edition of the Festival of Stocks by Intelligent Speculator » Blog Archive » Investment Talking

Intelligent Speculator » Blog Archive » Investment Talking — Sat, 15 Nov 2008 10:56:49 +0000

[...] Festival of Stocks [...]

Comment on 114th Edition of the Festival of Stocks by WIR - What a Week in the Stock Market | Investing School

WIR - What a Week in the Stock Market | Investing School — Fri, 14 Nov 2008 16:51:08 +0000

[...] Festival of Stocks [...]

Comment on 114th Edition of the Festival of Stocks by Recommended Readings - Nov 14, 2008 — Old School Value

Recommended Readings - Nov 14, 2008 — Old School Value — Fri, 14 Nov 2008 08:01:37 +0000

[...] 114th Festival of Stocks presented by Fat Pitch Financials [...]

Comment on How to calculate your return on investment by Calculating the rate of return on investments: ROI versus IRR - Mind Your Decisions

Thu, 13 Nov 2008 07:46:59 +0000

[...] How to calculate your return on investment–a step by step explanation from Fat Pitch Financial on how to get IRR…plus a free spreadsheet [...]

Comment on 114th Edition of the Festival of Stocks by » Comment on 114th Edition of the Festival of Stocks by » 114th … » Online Stock Analysis

Tue, 11 Nov 2008 15:48:20 +0000

[...] market news by Â» 114th Edition of the Festival of Stocks Â» Online Stock Analysis « Banks That Said No (CFR, UMBF, AMRB) The Working Capital Ratio in Stock Analysis [...]

Comment on Fat Pitch Financials Portfolio October 2008 Update by Tony F.

Tony F. — Tue, 11 Nov 2008 05:03:11 +0000

What is you estimate of the intrinsic (true) value of BID and how did you calculate it?
It got quite good moat, but I’m struggling to come up with BID’s true worth. It’s a cyclical company and earnings can fluctuate a lot.

Thanks.

Comment on 114th Edition of the Festival of Stocks by » 114th Edition of the Festival of Stocks » Online Stock Analysis

» 114th Edition of the Festival of Stocks » Online Stock Analysis — Mon, 10 Nov 2008 23:13:51 +0000

[...] market news by George « Stock Analysis: Microsoft Corporation A 4-Star Buy On Dips Huatai Securities [...]

Comment on 114th Edition of the Festival of Stocks by More Stock Resources

More Stock Resources — Mon, 10 Nov 2008 21:09:28 +0000

[...] for more perspectives about stocks, the financial crisis and investing, some great ones can be found here. [...]

Comment on 114th Edition of the Festival of Stocks by Dividend Growth Investor

Dividend Growth Investor — Mon, 10 Nov 2008 16:56:10 +0000

George,

Thanks a lot for including my analysis of NUE in the 114th Festival of Stocks!

Comment on 114th Edition of the Festival of Stocks by Sun

Sun — Mon, 10 Nov 2008 16:04:42 +0000

Thanks for hosting the festival!