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TMFAleph1 (94.39)

3 Stocks Insiders Are Buying Now



August 10, 2011 – Comments (3) | RELATED TICKERS: BRK-B , WFC , JPM

3 Stocks Insiders Are Buying Now

Alex Dumortier


3 Comments – Post Your Own

#1) On August 10, 2011 at 9:31 PM, leohaas (29.55) wrote:

Excellent piece!

But when it comes to banks in this environment, I think we should not use book value as the most important measure of value. In an economy that'shumming along, I agree that book value is an excellent indicator of a bank's value as a company. With whatever is still lurking on their books, I would not trust book value.

To be fair, you did mention this.

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#2) On August 10, 2011 at 9:38 PM, JakilaTheHun (99.90) wrote:

Great article, BullnBear.

I haven't looked at Kinder Morgan in a long while.  Maybe I should check it out. 

I've actually bought some shares in GGP spin-off, Howard Hughes Corporation (HHC), ever since the market dip. 


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#3) On August 11, 2011 at 1:29 AM, TMFAleph1 (94.39) wrote:

Berkshire Hathaway (NYSE: BRK-B) closed at a 4% premium to book! You get buying the capital allocation skills of Uncle Warren and the talent all his operating CEOs for a song. Even assuming Buffett has passed and Berkshire were to distribute to shareholders the excess cash it generates, the operating CEOs have to be worth a decent premium over book.

Alex Dumortier

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