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Wishing the heat would go away quickies

July 8th, 2009 at 07:32 am

* Google recently announced Chrome OS. Oh my, talk about fighting back at Microsoft. Anyways, it's based on the idea of "cloud computing" or that most of the stuff you want to do can be done online, and the OS itself should be more like a lightweight shell. Unfortunately, it's not slated to come out until late next year. However, it should be free!

* Speaking of tech, I've been staring at tech stocks. From well-known names like MSFT to lesser-known ones like FDS. You know what though? Tech is just... too volatile for me. Even AAPL, which is suppose to be Wall Street's tech darling, it's all just too much for me.

* Speaking of stocks, I've been looking over Berkshire's 13F (Q1 2009 holdings), and I have to say, for a stock picker, he's actually very diversified. I mean, he's holding 40 or so companies.

But what about industries?

The bottom that got cut off is suppose to say, "Consumer (non-cyclical)". Anyways, I find it interesting that I thought he had a bigger stake in financials than this.

Of course, it isn't just what he holds, but when he bought it as well. As a value investor, most of his capital is coming from stuff he bought when it was still cheap.

* By the way, I'm also looking at Medtronics (MDT) as my next buy. Anybody want to comment on this? It seems like a great company, and most are complaining that it is greatly under-valued. In fact, here's a reuters article where the CEO is complaining it's under-valued, and yet, he has to defend why he is giving low guidance. I'm sorry, what? Isn't it usually the other way around? Wow. What is the opposite of "hype"? "Buy"? Big Grin

2 Responses to “Wishing the heat would go away quickies”

  1. baselle Says:

    Medtronic had a patch of bad luck with a piece of medical equipment - I think it was a stent. Also its hard to know whether they will do well or do poorly after the healthcare system gets changed around by the US gov. Do they make money because their products save lives more cheaply, or do they lose money because their products are too expensive for insurance/Medicare to buy?

    With the undervalued expectations - I have a similar situation with 3M, another Minnesota based company.

  2. Broken Arrow Says:

    Interesting thought. Thanks for chiming in!

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