Buffett Adding Wells Fargo Sets Bank Apart at Berkshire – Bloomberg 08-15-13

Salient to Investors: Warren Buffett shares of Wells Fargo for the 9th straight quarter, to Berkshire’s largest holding in a portfolio that includes Coca-Cola, American Express, and IBM. Buffett has not added to American Express and Coca-Cola since the 1990s. Buffett favors making concentrated bets on companies he’s studied for years. Jeff Matthews, author of books

READ MORE...

Bond Share Tumbles as Morgan Stanley Says Sell: Credit Markets – Bloomberg 08-08-13

Salient to Investors: Kim Shepherd at the Wilshire Trust Universe Comparison Service said institutional investors’ allocations to dollar-denominated bonds in Q2 were 26.2 percent of assets, the lowest level since 2007, and versus 32 percent of assets in Q4 2011. David Darst at Morgan Stanley is advising clients to cut bond allocations to

READ MORE...

Why Buffett Bailed on India – Bloomberg 07-22-13

Salient to Investors: William Pesek writes: Rampant political dysfunction has stopped India’s progress cold. India is in a self-destructive pattern of relenting on the big issues, then killing would-be investors with the details. The lack of transparency and reliability makes it virtually impossible to consider long-term investments in India. India is proving

READ MORE...

Today’s Market: Where To Invest In This Current Bull Market – Seeking Alpha 07-12-13

Salient to Investors: Matthew Smith at theinvestar.com writes: We have shifted toward an investor’s market rather than a stock picker’s market. The rise in the 10-year T-yield is not a concern since we are still very near all-time low rates, and 30 to 50-year interest rates do not mirror the recent

READ MORE...

Warren Buffet: favorite book The Intelligent Investor – Warren Buffet blog 07-08-13

Salient to Investors: Warren Buffett says chapters 8 and 20 of “The Intelligent Investor” have been the bedrock of his investing for more than 60 years, and recommends investors reread them every time the market has been especially strong or weak. Read the full article at  http://warrenbuffetinvestment.blogspot.com/2013/07/warren-buffet-favorite-book-intelligent.html Click here to receive free

READ MORE...