How Buffett is Playing the Market

DRS112 · 01-23-2008, 12:21 PM

Title
How Buffett is Playing the Market

Link
How Buffett is playing this market - MSN Money
-----------------------------------------------------
Excerpt

How Buffett is playing this market
The Oracle of Omaha is riding the rails and looking at manufacturers and global growth. But he's avoiding financial stocks. Here's how you can play along.

As oracles go, Warren Buffett doesn't talk much. The renowned value investor is famously secretive about his maneuvers.

In a round of December appearances in support of Sen. Hillary Clinton, for example, Buffett deftly dodged questions about what he'd been buying as stocks crumbled.

But actions speak louder than words. And Buffett's recent actions provide four key takeaways for investors:

In the long run the U.S. economy will be fine, so it's time to start nibbling on cyclical names that have been hit too hard by fears of economic Armageddon, like railroad stock BNSF Railway (BNI, news, msgs).

Basic manufacturing stocks may be buys here for the same reason.

Get international exposure to benefit from the weak dollar and foreign economic growth.

Avoid the financial sector.

------------------------------------------------------
Comment:

Manufacturing a good buy?

Richterscale · 01-23-2008, 12:47 PM

I would only buy into manufacturing stocks, if I was betting on a collapse in the value of the dollar such that it made it cheaper to make goods here again, than to import them. But I'm no expert.

DRS112 · 01-23-2008, 01:07 PM

Quote:

Originally Posted by Richterscale

I would only buy into manufacturing stocks, if I was betting on a collapse in the value of the dollar such that it made it cheaper to make goods here again, than to import them. But I'm no expert.

Well...we are seeing that....

Richterscale · 01-23-2008, 01:26 PM

Quote:

Originally Posted by DRS112

Well...we are seeing that....

Well played. Thanks for contributing.

DRS112 · 01-23-2008, 02:06 PM

Quote:

Originally Posted by Richterscale

Well played. Thanks for contributing.

While our dollar is decreasing and last I read we did see an increase in exports....Manufacturnig has recieve a boost from military production. Even though our military will always need new parts, it will be no where near the level it is now once we pull out of Iraq. Which may offset any gains in exports due to a weak dollar. Unless of course we start another war.

Free Parking · 01-23-2008, 02:09 PM

*sigh*
I thought this thread was about food.

cheapseats · 02-24-2008, 09:02 AM

Quote:

Originally Posted by DRS112

Title
How Buffett is Playing the Market

Link
How Buffett is playing this market - MSN Money
-----------------------------------------------------
Excerpt

How Buffett is playing this market
The Oracle of Omaha is riding the rails and looking at manufacturers and global growth. But he's avoiding financial stocks. Here's how you can play along.

As oracles go, Warren Buffett doesn't talk much. The renowned value investor is famously secretive about his maneuvers.

In a round of December appearances in support of Sen. Hillary Clinton, for example, Buffett deftly dodged questions about what he'd been buying as stocks crumbled.

But actions speak louder than words. And Buffett's recent actions provide four key takeaways for investors:

In the long run the U.S. economy will be fine, so it's time to start nibbling on cyclical names that have been hit too hard by fears of economic Armageddon, like railroad stock BNSF Railway (BNI, news, msgs).

Basic manufacturing stocks may be buys here for the same reason.

Get international exposure to benefit from the weak dollar and foreign economic growth.

Avoid the financial sector.

------------------------------------------------------
Comment:

Manufacturing a good buy?

Bump, because it is INSANE not to pay attention to Warren Buffet.

Malkavian · 02-24-2008, 01:00 PM

Quote:

Originally Posted by cheapseats

Bump, because it is INSANE not to pay attention to Warren Buffet.

I thought you bumped it because you were concerned about the plight of hungry Free Parking.

slowhand · 02-24-2008, 03:16 PM

A friend of mine was talking to me about Compound Stock Earnings..Has anyone ever heard of this, or know anything about it?

Compound Stock Earnings

DRS112 · 02-24-2008, 03:24 PM

Quote:

Originally Posted by slowhand

A friend of mine was talking to me about Compound Stock Earnings..Has anyone ever heard of this, or know anything about it?

Compound Stock Earnings

Never heard of it...sounds pretty conservative...so unless you've got 10 years or less to live I wouldn't bank on it too heavily...

01-23-2008, 12:21 PM	#1 (permalink)
DRS112 Administrator Join Date: Aug 2007 Posts: 6,351 My Mood: Thanks: 71 Thanked 116 Times in 86 Posts	How Buffett is Playing the Market Title How Buffett is Playing the Market Link How Buffett is playing this market - MSN Money ----------------------------------------------------- Excerpt How Buffett is playing this market The Oracle of Omaha is riding the rails and looking at manufacturers and global growth. But he's avoiding financial stocks. Here's how you can play along. As oracles go, Warren Buffett doesn't talk much. The renowned value investor is famously secretive about his maneuvers. In a round of December appearances in support of Sen. Hillary Clinton, for example, Buffett deftly dodged questions about what he'd been buying as stocks crumbled. But actions speak louder than words. And Buffett's recent actions provide four key takeaways for investors: In the long run the U.S. economy will be fine, so it's time to start nibbling on cyclical names that have been hit too hard by fears of economic Armageddon, like railroad stock BNSF Railway (BNI, news, msgs). Basic manufacturing stocks may be buys here for the same reason. Get international exposure to benefit from the weak dollar and foreign economic growth. Avoid the financial sector. ------------------------------------------------------ Comment: Manufacturing a good buy?
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01-23-2008, 12:47 PM	#2 (permalink)
Richterscale My Brain Hurts Join Date: Nov 2007 Location: Spreading harmony thruout the Internetz Posts: 948 My Mood: Thanks: 19 Thanked 51 Times in 35 Posts	I would only buy into manufacturing stocks, if I was betting on a collapse in the value of the dollar such that it made it cheaper to make goods here again, than to import them. But I'm no expert. __________________ Google Sibel Edmonds "How many people died from the Kama Sutra as opposed to the Bible? Who wins?" - Frank Zappa
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01-23-2008, 02:09 PM	#6 (permalink)
Free Parking Do Not Pass Go Join Date: Aug 2007 Posts: 1,142 Thanks: 6 Thanked 23 Times in 13 Posts	sigh I thought this thread was about food.
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02-24-2008, 03:16 PM	#9 (permalink)
slowhand Senior Member Join Date: Aug 2007 Posts: 3,545 Blog Entries: 1 Thanks: 59 Thanked 73 Times in 47 Posts	A friend of mine was talking to me about Compound Stock Earnings..Has anyone ever heard of this, or know anything about it? Compound Stock Earnings
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