| zdplus Thu Dec 08, 2005 10:56 am |
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PTR vs. CEO
which one is cheaper at current price:
PTR 80
CEO 70
?
I think they are good candidates to hedge RMB
appreciation |
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| yhan Thu Dec 08, 2005 11:45 pm |
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I think neither. It was estimated that RMB will be raising in 2-3% in a year or two.
by the way, I believe that Buffet sold some of his PTR already. |
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| zdplus Fri Dec 23, 2005 8:52 pm |
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Didn't buffet confirm that he did not sell and did not plan to sell PTR holding? btw: what's your opinon on PTR fair value? how much does it deserve based on its current earning power? |
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| yhan Sat Dec 24, 2005 2:06 pm |
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PTR only accounts for 0.14% of Buffett's portfolio. so the moving of PTR will result in very tiny efforts on Buffett's total holdings and NAVs. |
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| zdplus Mon Feb 06, 2006 5:53 pm |
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both PTR and CEO up huge recently...
any comments on their valuation? |
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