No. of Recommendations: 1
" ust a thought, while there is much joy in brkville, not a bad time to sell calls. :)
Good to consider the contrarian view.
Despite the very strong day, Berkshire's stock has underperformed the average S&P 500 stock for any time frame 2 months to 2 years. It's not exactly bubble territory, especially not in comparison to other boring US stuff.
Jim"
Good morning old bud, for the fourth or fifth time in 25 years I said Buffett had to respond to the weakness in the common. He was down too the last two arrows in his quiver a verbal threat to resume buybacks and or initiate a small div to broaden the appeal of our common.
Best case, brkb will initiate a div q-1 27, worst case q-1 28. You can hitch your wagon to Buffett on this issue and continue to be wrong :), or you can join nvda,google,meta,aapl,msft, ME, etc and be right, there is no point in debating the issue.
So, bottom line, Buffett has goosed the stock back to 500 , which imo, is within 2 percent of his buyback limit at this time. Others may believe his current limit is more like 520ish, we shall see in the next 10-q.
btw, does it sound to you like brkb might buy directly from the Foundations, going forward?
Thank you.
