Fairfax Investment Portfolio -

[ourkid8]

http://www.sec.gov/Archives/edgar/data/915191/000119312512059815/d300642d13fhr.txt

 

Fairfax added JNJ, RIMM and reduced it's position in LVLT and Dell.  It's interesting how Prem is buying JNJ as it is a huge position relative to his portfolio and Warren is selling...

 

 

 

 

[racemize]

Yeah, I found that pretty interesting as well--I'm mostly wondering why Buffett is selling it.  I know it won't grow fast, but it's got a nice dividend with a seemingly solid moat.

[Guest Dazel]

 

Fairfax is bearish...jnj is defensive

 

Buffett is bullish buying growth selling defense

 

 

[Grenville]

In regards to selling, make sure you check the Odyssey Re portfolio. They may have switched the position to a total return swap.

[Ben Graham]

 

 

 

Fairfax is bearish...jnj is defensive

 

Buffett is bullish buying growth selling defense

 

Dazel,

 

You hit the nail right on the head.

 

Berkshire Hathaway Inc BRK.B:NYSE

Buffett, Soros among latest tech-stock buyers

MarketWatch

7:25 PM ET

SAN FRANCISCO (MarketWatch) -- The world's biggest investors are plugging into big-name U.S. technology stocks.

 

From Apple Inc. to Yahoo Inc. , hedge-fund and other investors spied opportunities in the tech sector in the fourth quarter, according to regulatory filings late Tuesday.

 

Warren Buffett, for example, added to positions in Intel Corp. and IBM Corp. , according to Berkshire Hathaway Inc.'s latest portfolio report, as of Dec. 31. Read more: Buffett sells Exxon; adds to IBM, Intel.

 

http://www.marketwatch.com/story/buffett-soros-among-latest-tech-stock-buyers-2012-02-14