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Monthly Archives: February 2011

Media Digest (2/15/2011) Reuters, WSJ, NYT, Bloomberg

Posted: February 15, 2011 at 4:02 am

Deutsche Borse and the New York Stock Exchange are near a merger arrangement, but political issues are still a problem (Reuters) Starbucks (NYSE: SBUX) and Green Mountain are close to ...
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Berkshire Hathaway & Buffett’s Latest Stock Holdings ‘S to Z’ (BRK-B, BRK-A, SNY, TMK, USB, USG, UPS, WMT, WPO, WFC, WSC)

Posted: February 14, 2011 at 7:08 pm

Berkshire Hathaway Inc. (NYSE: BRK-B, BRK-A) is out with the new portfolio holdings as of December 31, 2010, so these are his new 2011 investments.  There were many changes in ...
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Buffett & Berkshire Hathaway 2011 Stock Holdings ‘J to R’ (BRK-B, JNJ, KFT, MCO, PG, HD, LOW, NKE, NLC)

Posted: February 14, 2011 at 6:52 pm

Warren Buffett’s Berkshire Hathaway Inc. (NYSE: BRK-B, BRK-A) has shown its latest holdings as of the close on December 31, 2010 and the changes were extreme due to a unit ...
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Buffett & Berkshire Hathaway 2011 Stock Holdings, A to I (BRK-B, BRK-A, AXP, BK, KO, CDCO, COP, COST, XOM, GCI, GE, GSK, BAC, BDX, CMCSA, FISV)

Posted: February 14, 2011 at 6:30 pm

Berkshire Hathaway Inc. (NYSE: BRK-B, BRK-A) and Warren Buffett have just released the latest holdings of U.S.-listed equities as of December 31, 2010.  That makes these his new 2011 holdings ...
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Will Twitter Rob San Francisco?

Posted: February 14, 2011 at 4:16 pm

Tony Bennett may have left his heart in San Francisco.   Twitter may swipe everything else. Officials in San Francisco last week approved a 6-year exemption from what the San Francisco ...
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Looking for Greener Pastures in Chip-Land Than Intel (INTC, QCOM, ARMH, MY, MXIM, SMH)

Posted: February 14, 2011 at 3:19 pm

Intel Corporation (NASDAQ: INTC) did not exactly get a resounding endorsement today in an afternoon research call.  S&P Equity Research decided it was removing its Buy rating that had been ...
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Wal-Mart Keeps Ownership in Prepaid Credit Cards (GDOT, WMT)

Posted: February 14, 2011 at 3:01 pm

Green Dot Corporation (NYSE: GDOT) has been one of the better performers of the IPO Class of 2010.  Its line of prepaid credit cards has grown significantly and the company ...
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Home Ownership No Longer a Federal Goal (FNMA, FMCC)

Posted: February 14, 2011 at 2:32 pm

If the US government is truly able to exit the mortgage credit market, that move will be a seismic shift in a 75-year old government commitment to underwrite home ownership ...
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Economist Aims and Fires at White House Budget

Posted: February 14, 2011 at 1:55 pm

Beware the term "Saving Billions" in the new 2012 White House Budget.  The term "saving" is only possible using government accounting.  If the general public was presenting this budget, it ...
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Atmel Aims to be King of Touchscreens (ATML, NVDA, AAPL, HPQ, DELL, RIMM)

Posted: February 14, 2011 at 1:22 pm

Atmel Corporation (NASDAQ: ATML) is trading marginally higher today on news that it is collaborating with NVIDIA Corporation (NASDAQ: NVDA).  The collaboration is actually right in the sweet spot of ...
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AT&T Deal for Dish Network Still Okay After EchoStar/Hughes Merger? (SATS, HUGH, DISH, T, VZ, DTV, CMCSA, TWC, CVC)

Posted: February 14, 2011 at 12:27 pm

EchoStar Corp. (NASDAQ: SATS) has agreed to acquire Hughes Communications Inc. (NASDAQ: HUGH) for about $2 billion, including debt, in a deal that would give EchoStar, which makes set-top boxes ...
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The 2012 Budget: A Fake At The Beginnning

Posted: February 14, 2011 at 11:48 am

The annual budget sent from the White House to Congress is supposed to be the start of a negotiation. It is always rancorous, but will be more than usual this ...
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Under Armour Looks for the Cam Newton Effect (UA, NKE)

Posted: February 14, 2011 at 11:24 am

Under Armour, Inc. (NYSE: UA) is not seeing a Halo-effect from its latest athlete endorsement.  CNBC has reported that Heisman Trophy winner Cam Newton of Auburn has signed an endorsement ...
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The Plot Thickens at St. Joe (JOE)

Posted: February 14, 2011 at 10:58 am

The ongoing fight for how to run The St. Joe Company (NYSE: JOE) is heating up and taking a strange turn.  Bruce Berkowitz, whose Fairholme Capital is a near-30% owner ...
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Air Traffic Will Grow By a Third by 2014 (BA, EADSY, BDRBF, ERJ, AIRYY, ZNH, CEA, GE)

Posted: February 14, 2011 at 10:40 am

In remarks to a meeting of airlines executives, International Air Transport Association head Giovanni Bisagnani said that air passenger traffic would grow by a third by 2014 and that cargo ...
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