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Warren Buffett Goes 'All in' On America… How To Play The Oracle's Big Bet

Thu, 05 Nov 2009 16:04:14 GMT

Last Sunday morning, I embarked on a spirited 60-mile bike ride with a few like-minded 50-somethings. Our route took us along the beautiful Delaware River. The Delaware – named after the Indian tribe that crossed its waters – defines the north-south border between New Jersey and my home state of Pennsylvania.[More...]

Street Bracing For Sharp Downside At Open - Buffett Making Bet On Economy With BNSF Rail Purchase

Tue, 03 Nov 2009 13:16:58 GMT

U.S. stock futures continue to point to a sharply lower open Tuesday. An Australian interest-rate hike is seen as a sign of more tightening to come around the globe, the timing of which will be crucial in keeping the recovery on track. European banking declines weighed on markets there and are likely to pressure their U.S. counterparts. Some shares have improved. Rail deal news was a supportive factor.[More...]

ETF Preview: Transportation Funds Get Boost From BNI Deal - Banking Funds Drop On European News

Tue, 03 Nov 2009 12:52:36 GMT

Major market ETFs, including the SPY, DIA, UYG and others, are lower in reaction to sharp downside futures trading. European banking declines are weighing on financial markets. An Australian interest-rate hike is seen as a sign of more tightening to come around the globe, the timing of which will be crucial in keeping the recovery on track.[More...]

Rail Industry Overview: Regionals And Eastern Majors

Fri, 25 Sep 2009 18:34:09 GMT

After Buffett’s investments in a handful of major railroads – Union Pacific (UNP), Norfolk Southern (NSC), and most notably Burlington Northern Santa Fe (BNI) – the industry garnered plenty of attention. The attractive industry dynamics and a myopic focus on the major players makes me interested in the small number of publicly traded regional railroads – among them Kansas City Southern (KSU) and Genesee & Wyoming (GWR).[More...]

Daily Highlights: Sept 24, 2009

Thu, 24 Sep 2009 13:05:03 GMT

Crude Oil drops nearer to $68 after unexpected US supply gain.EU raids cement makers, Holcim & Cemex in Spain, as part of a price-fixing probe.Euro falls from one-year high versus Dollar before meeting of G-20 leaders.European Commission proposed new bloc-wide regulatory bodies to supervise banks.Fed highlighted signs of recovery as it left rates steady.[More...]

Earnings Report/Update

Fri, 17 Jul 2009 15:06:00 GMT

Just wanted to give a quick update of where we sit as earnings hit full force. From the tech side of things, IBM reported some pretty solid results. They were down on revenues, but it was a manageable number. They beat on their profits, and raised their full year guidance from 9.20 to 9.70, which was important. They also improved their profit margins. I believe they are an example of a company "managing" its way through this recession, and doing it well. Not only are they performing well now, they are poised to be way ahead of the pack once we return to solid growth. Google also reported last night. Again, solid numbers. But that's not was the street wants from Google; it wants big numbers. Its true their growth rate is slowing, but I think they deserve a little bit of a pass considering the economic climate. Interesting that they finally are jumping on the cost cutting bandwagon (cutting jobs), which takes a different[More...]

Monday Morning Thoughts

Mon, 06 Jul 2009 14:00:11 GMT

More weakness in the market this morning, mostly driven by weak commodity prices. Still seeing organized selling (whatever that means), but its an improvement over the panic of the previous legs down (last fall and this March). -Natural gas dropped again hard this morning. I've got some lower limit orders out there to pick up some more shares if I can. These are really cheap prices. Commodities are volatile, and natural gas especially so. But I've already made my case for investing in this, and I think patience will pay off. -Railroads are continuing to show relative strength (NSC, BNI, UNP are the ones I watch). I'm not sure if that is the market pricing in a broader market recovery, or are on board with their business model moving forward. I'm a proponent of the latter. I think a broad market recovery is premature, but I do like rails. So, I've been looking to buy some shares. But they haven't fallen much. [More...]

Berkshire Hathaway Stock Holdings And Investment Ideas

Tue, 26 May 2009 18:52:28 GMT

Warren Buffet’s Berkshire Hathaway filed its first quarter 13-F with the SEC last week. From the filing, you may find a few investment ideas from where Buffet is putting his money, as noted by Morningstar. At the end of the first quarter, Berkshire holds a total of 41 stocks in its equity portfolio, with American Express (AXP), Coca Cola (KO), Johnson & Johnson (JNJ), Kraft Food (KFT), Procter & Gamble (PG), US Bancorp (USB) and Wells Fargo (WFC) being the largest holdings. Company

Burlington Northern, the nation's second-largest railroad, is the biggest hauler of food products like corn, and coal for electricity, making it an indicator of the country's economic health.

Berkshire Hathaway already owns about 22 percent of Burlington Northern, and will pay $100 a share in cash and stock for the rest of the company.

: iStockAnalyst.com Symbols Feed

Warren Buffett Goes 'All in' On America… How To Play The Oracle's Big Bet

Street Bracing For Sharp Downside At Open - Buffett Making Bet On Economy With BNSF Rail Purchase

ETF Preview: Transportation Funds Get Boost From BNI Deal - Banking Funds Drop On European News

Rail Industry Overview: Regionals And Eastern Majors

Daily Highlights: Sept 24, 2009

Earnings Report/Update

Monday Morning Thoughts

Berkshire Hathaway Stock Holdings And Investment Ideas

Buffett's Berkshire buying Burlington Northern RR

Stocks pull off lows as commodity prices rise

Derry Park, 20 Miles of Trails Closer to Reality

Railroad's Profit Slides As Traffic Remains Slow

Norfolk Southern 3Q earnings plunge

Dunkard Polluters Need to Be Punished

Coming This Week

Railroads see a steep climb to stronger economy

wRatings Ranks Most Competitive Travel & Transport Companies in 2009

Norfolk Southern Provides $100,000 Grant to Penn State Altoona for Railroad Engineering Degree Program

Norfolk Southern Selects Greencastle Site for New Franklin County Regional Intermodal Facility, Supporting Crescent Corridor Initiative

Norfolk Southern Reports Second-Quarter 2009 Results

Norfolk Southern Declares Quarterly Dividend

Norfolk Southern's 'Train Your Brain' Public Safety Campaign Fills Summer Calendar in Indiana

Norfolk Southern CEO Says Tax Incentives for Rail Capacity Will Generate Economic Benefits, Create Jobs

Rail Can Help Relieve Highway Congestion Crisis, Norfolk Southern CEO Tells Nation's Governors

Norfolk Southern Selects Fayette County Site for New Memphis Regional Intermodal Terminal, Supporting Crescent Corridor Initiative

Norfolk Southern and Union Pacific Offer Refrigerated Trailer Shippers the Rail Industry's Fastest Intermodal Delivery From Los Angeles to Atlanta With New Expedited Service

Form 4 SEALE DONALD W For: Nov 06 (10K)

Form 4 HIXON JAMES A For: Nov 04 (10K)

Form 4 NORFOLK SOUTHERN CORP For: Sep 30 Filed by: LEER STEVEN F (10K)

Form 4 JOYCE BURTON M For: Sep 30 (10K)

Form 4 CARTER GENE R For: Sep 30 (10K)

Form 4 BALILES GERALD L For: Sep 10 (10K)

Form 4 CARTER GENE R For: Sep 10 (10K)

Form 4 HILLIARD LANDON For: Sep 10 (10K)

Form 4 HORN KAREN N For: Sep 10 (10K)

Form 4 JOYCE BURTON M For: Sep 10 (10K)