Saturday, September 02, 2006
banks/lenders & insurance
eric bolling of fast money (pump money) declared this hurricane season is muted- oil trader pumping insurance??),, funny,, i dont think he lives in hurricane ally,, and the hurricane season is at best only 1/2 over. we still have 2 months,, and rita came in sept with a punch. now a nasty hurrican hitting california or the east coast might just take care of our bubble valueations,,, and insurance companies become the bagholders- the risk they take writing naked calls.
anyway,,i have a sneaking suspicion that warren buffett has been dumping/flipping his stocks,, sec filings for JNJ dont make sence- i think he is about to pay a big div and maybe close the fund?. that is a VERY bullish sign going forward!--once buffy buys 'who else is left to buy?' and like he says,, he dont buy what he dont understand,, and from what i have seen lately,, he dont understand a whole lot.BUD, KO, PG, HRB, HD, PIR,NKE, LOW, WMT, WB, WFC AIG issues,,anyone notice funny mgmt teams or funny money issues, maybe that is exactly what attracks buffett. soros hired a pi to chase down the ceo of cmvt,, who pulled a fast one on shareholders,, why would soros be suprised? he appears to have found a match for himself-lol, wonder if LH gives him any problems eventually.
http://www.businessweek.com/common_ssi/map_of_misery.htm
anyway,,i have a sneaking suspicion that warren buffett has been dumping/flipping his stocks,, sec filings for JNJ dont make sence- i think he is about to pay a big div and maybe close the fund?. that is a VERY bullish sign going forward!--once buffy buys 'who else is left to buy?' and like he says,, he dont buy what he dont understand,, and from what i have seen lately,, he dont understand a whole lot.BUD, KO, PG, HRB, HD, PIR,NKE, LOW, WMT, WB, WFC AIG issues,,anyone notice funny mgmt teams or funny money issues, maybe that is exactly what attracks buffett. soros hired a pi to chase down the ceo of cmvt,, who pulled a fast one on shareholders,, why would soros be suprised? he appears to have found a match for himself-lol, wonder if LH gives him any problems eventually.
http://www.businessweek.com/common_ssi/map_of_misery.htm