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............................................ Unusual Suspects, end of day, Wednesday, September 24
.......... Abnormal Characters (quotesheet), end of day, Wednesday, September 24
.......... Abnormal Characters, end of day, Wednesday, September 24
.......... Berkshire Hathaway filed an amended 13-F yesterday. Looks like Buffett has been building a healthy position in Level 3 Communications (LVLT). Of course a $100 million position represents no more than a rounding error in his portfolio. ;-)
"THIS FILING LISTS SECURITIES HOLDINGS REPORTED ON THE FORM 13F FILED ON AUGUST
14, 2003 PURSUANT TO A REQUEST FOR CONFIDENTIAL TREATMENT AND FOR WHICH
CONFIDENTIAL TREATMENT WAS DENIED ON SEPTEMBER 15, 2003."
 I posted a Trading for Dummies lesson featuring LVLT earlier this month. .......... Alan Reynolds writes about those who make a political issue out of cyclical unemployment, but tells us what really matters to voters:
"Douglas Hibbs found that most presidential results can be explained by growth of real, after-tax income per person.
That figure depends on economic growth, but also on low inflation and low taxes. Real disposable income per capita
increased 5.1% from the end of 2001 to the second quarter of this year."
Previous Entry >>> Random Thoughts -- September 23 |
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Chairman MaoXian |
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