Post #5947 by mungofitch on the Berkshire Hathaway board

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

Unthreaded | Threaded | Whole Thread (25)

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

No. of Recommendations: 6

Financial?
...
no, semiconductor turnaround story.

I was asking because in theory the one thing we apparently know about the undisclosed pick is that it's a financial firm, per the thread topic.
I can see the merits of Intel, but I don't think of them as a financial stock, so that won't be it.

Out of left field, NatWest?
That will certainly be wrong, as it's a UK bank and would not require any SEC disclosure anyway, but I mention it for potentially interesting reasons.
If I were capable of assessing whether a bank were suitable for investing (which I'm not), I would delve into them further. Superficially attractive on various numbers like ROTE, P/B, and (yes) dividend yield.

Jim

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

Print the post

Unthreaded | Threaded | Whole Thread (25)

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.