benbuffett Posted February 17, 2015 Share Posted February 17, 2015 Looks like Buffett or his Lieutenants bought back into Deere (DE). Decent size bet at 1.5bil. I'm thinking that this might be a Ted or Todd play. Link to comment Share on other sites More sharing options...
rpadebet Posted February 17, 2015 Share Posted February 17, 2015 More surprisingly, Out of XOM and COP. Keeps reducing NOV. Clearly doesn't believe in Oil prices stabilizing around here. IBM staked upped and that's a head scratcher (for me at least) Link to comment Share on other sites More sharing options...
ni-co Posted February 17, 2015 Share Posted February 17, 2015 More surprisingly, Out of XOM and COP. Keeps reducing NOV. Clearly doesn't believe in Oil prices stabilizing around here. IBM staked upped and that's a head scratcher (for me at least) Out of XOM doesn't surprise me at all. You're going to see rapid cash flow declines. And they are overly committed to their capital return policy. Link to comment Share on other sites More sharing options...
rpadebet Posted February 17, 2015 Share Posted February 17, 2015 Surprising part of XOM was he was in and out in a flash.(for BRK) If I remember correctly at the time he bought XOM, he had a choice of AAPL in 400s, MSFT in 30s, ORCL in low 30s. At that point some posters here felt that his buying XOM as opposed to these other mega caps was sort of a vote on their relative value and riskiness. I find it interesting that the others are up at least 50% and XOM down to flat. Link to comment Share on other sites More sharing options...
benbuffett Posted February 17, 2015 Author Share Posted February 17, 2015 Surprising part of XOM was he was in and out in a flash.(for BRK) If I remember correctly at the time he bought XOM, he had a choice of AAPL in 400s, MSFT in 30s, ORCL in low 30s. At that point some posters here felt that his buying XOM as opposed to these other mega caps was sort of a vote on their relative value and riskiness. I find it interesting that the others are up at least 50% and XOM down to flat. I guess XOM doesn't fall under this quote ;-) Buffett quote: “Our favorite holding period is forever.” Link to comment Share on other sites More sharing options...
KCLarkin Posted February 17, 2015 Share Posted February 17, 2015 Looks like Buffett or his Lieutenants bought back into Deere (DE). Decent size bet at 1.5bil. I'm thinking that this might be a Ted or Todd play. They amended Q3 13F to show sizeable increase in Deere. They didn't ever sell Deere, just switched it to confidential disclosure, best as I can tell. Link to comment Share on other sites More sharing options...
vinod1 Posted February 18, 2015 Share Posted February 18, 2015 Surprising part of XOM was he was in and out in a flash.(for BRK) If I remember correctly at the time he bought XOM, he had a choice of AAPL in 400s, MSFT in 30s, ORCL in low 30s. At that point some posters here felt that his buying XOM as opposed to these other mega caps was sort of a vote on their relative value and riskiness. I find it interesting that the others are up at least 50% and XOM down to flat. I guess XOM doesn't fall under this quote ;-) Buffett quote: “Our favorite holding period is forever.” You left out an important caveat that he added to the above quote. "When we own portions of outstanding businesses with outstanding managements, our favorite holding period is forever." So this conveys some info on how he views Exxon. Vinod Link to comment Share on other sites More sharing options...
sleepydragon Posted February 18, 2015 Share Posted February 18, 2015 Looks like Buffett or his Lieutenants bought back into Deere (DE). Decent size bet at 1.5bil. I'm thinking that this might be a Ted or Todd play. They amended Q3 13F to show sizeable increase in Deere. They didn't ever sell Deere, just switched it to confidential disclosure, best as I can tell. Could be WEB is selling out XOM and preparing an elephant bid? Could that be Deere? Link to comment Share on other sites More sharing options...
Phaceliacapital Posted February 18, 2015 Share Posted February 18, 2015 He's going to buy Ferrero. Btw, if you look at the 13F, I think the only transactions related to Buffett himself are IBM, Exxon & COP. Link to comment Share on other sites More sharing options...
cubsfan Posted February 18, 2015 Share Posted February 18, 2015 He's going to buy Ferrero. Btw, if you look at the 13F, I think the only transactions related to Buffett himself are IBM, Exxon & COP. Ferrero would be beautiful. What do you think is a fair price - 10-12B Euros?? Link to comment Share on other sites More sharing options...
valueyoda Posted February 18, 2015 Share Posted February 18, 2015 More like $40bn. Besides, the family isn't going to sell, especially since the next generation has been at the helm for several years. I would love to see him buy Mars, but again that would require an elephant price tag north of $60bn. Link to comment Share on other sites More sharing options...
yadayada Posted February 18, 2015 Share Posted February 18, 2015 while we are at it, why not perfetti. That company owns brands that my great grandfather created :D. Link to comment Share on other sites More sharing options...
skanjete Posted February 19, 2015 Share Posted February 19, 2015 It seems both of Ted & Todd got some extra money to invest. About each 2b$ over the last 6 months? Link to comment Share on other sites More sharing options...
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