CHO 0.00% $4.80 choiseul investments limited

new thread, page-121

  1. 2,250 Posts.
    I was thinking about wow today as it dipped into the 26 territory, but im taking advantage of the strong aud against the usd and pouring it into the u.s.
    Boring or yawn as it may be, but brk.b as stated before is a bargain to good to not take up at both current price v the ability to generate cash and the strength of our dollar.
    Buffett and Munger take buying overseas businesses as opting into currency markets, a wise move if buying well endowed organisations.
    On another note, look out for walmart. Lee Scott doesnt know what to do with the cash and growth seems to have dried up in the domestic market. They are cutting down the no. of store openings. Not to be detered, this machine will keep producing.
 
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