The Investment Blog

2013 Investment Strategies & Opportunities

The Investment Blogger — Tue, 21 May 2013 05:11:16 +0000

Investment strategies & opportunities based on my outlook and expectations of the economy and investments & the market that have been outlined in the previous two articles, will be discussed in this article. For function-centric and value investors, market trends do not form the basis for our investment decisions. Markets are largely unpredictable from day-to-day, [...]

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Highlights From Liz Claman’s Interview With Buffett, Munger, Witmer, Gates [2013]

The Investment Blogger — Sat, 11 May 2013 02:39:30 +0000

On Monday, May 6 2013, FOX Business Network’s (FBN) Liz Claman spoke with Berkshire Hathway’s CEO & chairman, Warren Buffett, vice-chairman, Charles Munger, Berkshire’s newest board member, Meryl Witmer, and Microsoft chairman & Berkshire director, Bill Gates. For those of you who don’t know, Bill Gates is a long time friend of Buffett, and also [...]

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2013 Investment Update & Outlook

The Investment Blogger — Wed, 08 May 2013 05:29:29 +0000

A More Expensive Market North American equity markets have risen significantly during the first quarter of 2013. The largest stock indices in America reached new records within the month of April and has continued in May. The S&P500 index hit a record high of 1,626.03, and the Dow Jones Industrial Average reached a record of [...]

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FBN’s Liz Claman Interviews Warren Buffett, Charles Munger, Meryl, Witmer, Bill Gates on Monday! [2013]

The Investment Blogger — Sat, 04 May 2013 01:41:17 +0000

FOX BUSINESS NETWORK EXCLUSIVE SIT-DOWN WITH WARREN BUFFETT, CHARLES MUNGER AND BILL GATES What: FOX Business Network’s (FBN) Liz Claman will interview Berkshire Hathaway CEO Warren Buffett, Berkshire Hathaway Vice Chairman Charles Munger, Microsoft Chairman Bill Gates and the newest addition to the Berkshire Hathaway board Meryl Witmer in an exclusive sit-down following the company’s [...]

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2013 U.S. Economic Update & Outlook

The Investment Blogger — Thu, 28 Mar 2013 05:45:14 +0000

Despite a recent series of positive economic data in the first quarter of 2013, the U.S. economic recovery is still in progress, with significant headwinds that need to be addressed. The data has not been consistent, nor are other conditions supportive enough, to be able to conclude that there will be solid & significant economic [...]

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Warren Buffett (Berkshire Hathaway) Stock Portfolio – Update 2012 Q4

The Investment Blogger — Fri, 22 Feb 2013 05:12:47 +0000

Warren Buffett’s Berkshire Hathaway stock holdings for Q4 2012 was filed on 2/14/2013. There was a lot activity during the final quarter of 2012, with new holdings in Archer Daniels Midland and Verisign. Increases were made to DaVita, DIRECTV, General Motors, IBM, Liberty Media, National Oilwell Varco, Precision Castparts, Wabco Holdings, Walmart, and Wells Fargo. [...]

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McEwen Mining Gives El Gallo Analyst Tour

The Investment Blogger — Wed, 23 Jan 2013 19:59:21 +0000

McEwen Mining recently gave a tour of its El Gallo mine to analysts, and have shared its presentation with shareholders on its website. Those of you who have been following me for a while know that I’ve been a long time holder of McEwen Mining Inc [MUX/MUX], and its original companies US Gold [UXG] and [...]

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Warren Buffett (Berkshire Hathaway) Stock Portfolio – Update 2012 Q3

The Investment Blogger — Tue, 27 Nov 2012 04:54:43 +0000

Warren Buffett’s Berkshire Hathaway stock holdings for Q3 2012 was filed on 11/14/2012. There was even more activity during the third quarter than there was in the second quarter, with new holdings in Deere & Co, Media General, Precision Castparts, and Wabco Holdings. Increases were made to Bank of New York Mellon, DaVita Inc,Coca Cola, [...]

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Insights From Wells Fargo Q3 2012 Earnings & Conference Call

The Investment Blogger — Wed, 07 Nov 2012 10:58:09 +0000

Wells Fargo & Co [WFC] is a long time holding of mine, and there are some insights from its Q3 2012 earnings & conference call that I think deserve some attention. I’m going to highlight a few, as well as some that didn’t get noticed or talked about as much. The items will show you [...]

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Implications of QE3 and Investment Outlook

The Investment Blogger — Mon, 17 Sep 2012 10:10:04 +0000

On 9/13/2012 the Federal Reserve’s Federal Open Market Committee (FOMC) announced it will: • Purchase additional agency mortgage-backed securities (MBS), at a pace of $40 billion per month (quantitative easing). • Extend the average maturity of its existing holdings of securities/Treasuries through to the end of the year. • Reinvest principal payments from agency [...]

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