Post #18782 by mungofitch on the Berkshire Hathaway board

Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)

Unthreaded | Threaded | Whole Thread (5)

Post New | Post Reply | Report Post | Recommend It!

No. of Recommendations: 17

I imagine Greg may ultimately want to sell the position but Not at this price of $23.

Kraft Heinz certainly isn't covering itself in glory. Like a bad smell coming from your shoe.

But on the other hand, it isn't in any immediate danger. The dividend seems covered currently and their pricing can probably keep up with inflation. So if you were able to be comfortable considering it a 6.5% inflation protected perpetual bond, it's not a bad place to have the firm's money. Emphasis on "if", but the right answer might just be "throw it in the corner and ignore it".

Unless a whopping great elephant comes along and you could redeploy the capital better, of course. For now it's still "too much capital, too few opportunities".

Jim

Post New | Post Reply | Report Post | Recommend It!

Print the post

Unthreaded | Threaded | Whole Thread (5)

Prev | Next

Announcements

Berkshire Hathaway FAQ

Contact Shrewd'm
Contact the developer of these message boards.

A community forum supporting civilized, and highly helpful, self-educating investors that come together for Shrewdness and merry spirits. These message boards closely follow the look and feel of the old message boards at boards.fool.com prior to the boards redirected to discussion.fool.com. Shrewd'm is not affiliated with the comprehensive and excellent investment website, The Motley Fool (TMF), in any way. The Shrewd commmunity here has owed, and continues to owe, gratitude to The Motley Fool for nurturing a culture of jovial irreverence towards Wall St, and that tradition will continue here.