Burlington Northern Santa Fe Corp. (BNI)

All Comments on BNI

  • commenter
    John Galt
    Sep 08 12:50 AM
    Buying Berkshire: The Ultimate No-Brainer [view article]
    I hope Buffett newbies don;t take too much from this article. I could write a book on the things that are missing form it. But the first question WB asks is "Is this within my circle of competence?". He spends zero time on tech, and I doubt his "play money bets" into drugs will end well. And that is perhaps the MOST important question for any investor to ask.Buy what you know. If Warren ever gives up drinking cherry coke, only THEN will he divest himself of KO. Reply
  • commenter
    Buddy Fox
    Sep 07 11:32 PM
    Buying Berkshire: The Ultimate No-Brainer [view article]
    "History shows that when Berkshire is down 24%, it's not just a good buy…

    It's an outstanding one."

    Wow, what an inspired investment thesis. Worthy of the name "The Oxford Club".     Reply
  • commenter
    CAMBERSPIFT
    Sep 07 11:31 PM
    Buying Berkshire: The Ultimate No-Brainer [view article]
    KO is not dead money. Evidence their entance into the China market, which has great potential. Also, if it were that bad, BRK would be divesting. Reply
  • commenter
    Stephjen
    Sep 07 05:52 PM
    My Website
    Buying Berkshire: The Ultimate No-Brainer [view article]
    KO is dead money. he'd be better buying muni bonds. Reply
  • commenter
    lanaslinesdo
    tcom
    Sep 07 02:47 PM
    My Website
    Buying Berkshire: The Ultimate No-Brainer [view article]
    and another thing, it may have been a no brainer way back when, but that may not be the case anymore. Buffett's company is struggling just like anyone else. Reply
  • commenter
    lanaslinesdo
    tcom
    Sep 07 02:38 PM
    My Website
    Buying Berkshire: The Ultimate No-Brainer [view article]
    RonB is correct in saying that there is no evidence of Buffett buying any US Bancrop or Burlington. As reported in my investment group at lanaslines.com, link here: www.lanaslines.com/com...

    Buffett added stakes in NRG Energy; increased stakes in IR and SNY; by his own admission on CNBC, he has also increased his stake in WFC or AXP.     Reply
  • commenter
    RonB
    Sep 07 02:27 PM
    My Website
    Buying Berkshire: The Ultimate No-Brainer [view article]
    There is absolutely no evidence indicating that Buffett has been buying any more US Bancorp or Burlington Northern stock. Another in a long series of misleading, inaccurate posts from Alpha. Reply
  • commenter
    RonB
    Sep 07 02:26 PM
    My Website
    Buying Berkshire: The Ultimate No-Brainer [view article]
    There is absolutley no evidence to indicate that Buffett has been buying more US Bancorp or Burlington Northern. Another misleading inaccurate post from Alpha. Reply
  • commenter
    H-Bomb
    Sep 07 01:26 PM
    Buying Berkshire: The Ultimate No-Brainer [view article]
    And? Reply
  • commenter
    Midas
    Mulligan
    Sep 07 11:37 AM
    Buying Berkshire: The Ultimate No-Brainer [view article]
    While past performance of Berkshire Hathaway common has been undeniably superb under the rigorous eye of WEB, potential investors must be mindful of the fact that Mr. Buffett turned 78 years-old on 30 August. Reply
  • commenter
    marketneutra
    l
    Sep 06 10:48 AM
    My Website
    Hedge Fund Tracking: Blue Ridge Capital (John Griffin) [view article]
    Looking for a hedge fund job? The best way to get one is to contact them directly with your resume and cover letter. Now the hard part - finding a list of hedge funds. There are really no free lists, but there are some very cheap ones at www.hedgefundjoblist.c... Reply
  • commenter
    RCA
    Sep 05 09:36 AM
    My Website
    Things Aren't Good - Fast Money Recap (9/4/08) [view article]
    RE: "The Wells Fargo news is scary because it proves the banks can't raise capital."

    What Wells Fargo news? Reference please!     Reply
  • commenter
    RECON605
    Sep 01 07:37 PM
    Transportation Stocks Deserve a Better Look [view article]
    why is there no transportation ETFs? Reply
  • commenter
    consumerguy
    Aug 27 05:41 PM
    Hedge Fund Tracking: Blue Ridge Capital (John Griffin) [view article]
    Keep in mind that many hedgies have "boxed" positions, meaning that reading the reported filings can send copycats in the wrong direction entirely. Take a position like BARE, NTRI or CROX. Most hedgies have been short these names - openly so in some cases. Just because Blue Ridge shows a long position in BARE doesn't mean it is net long. It could have an equal or larger short position in BARE. Sounds silly to many retail investors to be simultaneously long and short the same stock. Here's some reasons why to box a position: 1) show a long position; get better access to management, though you're really only researching a short. 2) getting stock borrow can be difficult for big short positions in heavily shorted names. Let's say you're short BARE and it plummets in value. You think it may rise again (to where you'd short it again) before going to even lower levels. You buy BARE long after the first decline while maintaining your short position (not "covering," but mathematically pretty similar, with the "carry" being the differentiator). When the stock rises again, you sell your long shares, effectively re-opening your short position. Back the old days of the Uptick Rule for shorting (only short sell on an uptick to avoid freefalls), this strategy also allowed hedgies to short by selling the long shares (no uptick rule) instead of struggling to short in a declining tape.
    I think the holdings still can give you a feel for what firms like Blue Ridge are involved in, but don't bet the filings are telling you in which direction they're betting.     Reply
  • commenter
    irondoor91
    Aug 24 11:58 PM
    15 Value Hedge Funds - Portfolio Update [view article]
    Do some managers consistently buy shares for more than they are worth? If so, do they make money in the long term? Reply
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