Buffett to Expand Energy Wager ‘As Far as the Eye Can See’- Bloomberg 06-09-14

Salient to Investors: Warren Buffett has been shifting toward capital-intensive businesses like energy and transportation, while reducing reliance on insurance operations and stock-picking. He is planning more investment in energy, in part in renewable power, as far as the eye can see. Buffett sees the steady but far from spectacular gains of

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Fareed Zakaria GPS – CNN 06-16-13

Salient to Investors: Fareed Zakaria said: China does infrastructure better than anyone in the world – trains, roads, airports, subways built at amazing speed, on a grand scale and with great foresight. The HK Nicaragua Canal Development Investment Company, Ltd, will help finance a Nicaraguan canal at a total cost

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Oil Riding Rails Creates Jobs as Buffett Puffs Chest: Freight – Bloomberg 03-12-13

Salient to Investors: Charles Clowdis at IHS Global Insight said hauling oil in tank cars is creating jobs and wealth and investment opportunities – there is much crude that can’t be piped. The US expanded oil production in 2012 by the biggest amount since Titusville in 1859. The S&P Supercomposite Railroads Index has

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Oil Industry Beats Buffett in Railroad Investments Surge: Energy – Bloomberg 01-14-13

Salient to Investors: North American energy companies are investing more in railroad terminals than the railroads themselves because swelling output has overwhelmed pipelines.  Domestic crude at least 20 percent cheaper than imports. Rail is more expensive than pipelines but reaches into metropolitan areas like Los Angeles and Philadelphia, where new pipes are

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