This portfolio is an analysis of Buffett’s portfolio, not mine.

Also, don’t trust the S&P. They have no idea what is going on with INSM.
But here is the news that leaked out.
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=46695692
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=46820292

I also believe that Merck is very interested in INSM. While INSM have insinuated that they prefer a reverse merger, with the way things are going and how Merck is mentioning INSM in their conferences, looks to be a great opportunity.

I thought I would take a chance on Insm when you went in at 0.85
(as a newbie)

The price is now 1.05 with a target price of $2.00 (I think I saw in S&P)

I do not see it in your portfolio here. Do you still have it.

What has attributed to the raise in price other then possible lift from being a health stock and having good cash position to keep it going.

I like your approach to stock investing and read every thing I can find on Warren Buffet.

Keep writing those great articles,

they are very good.
Thank you,

Frank

[...] Jun presents Warren Buffett Stock Pick Portfolio | Old School Value posted at Old School Value, saying, “A look at the intrinsic value and stock holdings of [...]

When I compared my DCF with the Quicken one using the same growth rate of 8.93%, starting with a FCF value of $5.8b, but I used a 9% discount rate as I do for all stable blue chips, I get a DCF intrinsic value of $42.75.
Compared to Quicken’s $42.45 it is the same.

Now my question is do you expect to get a 15% or 9% return from KO annually?

You can see the full analysis here: it is free to register (you can enter whatever info. you want as there is no email check):

http://investing.quicken.com/research/evaluator.asp?symbol=ko

Since the Graham formula uses earnings, it is likely to be higher.

If we assume initial earnings of $5.8B grow at a rate of 10.28%, and we discount those future earnings at a rate of 15.00%, we arrive at IV of $47.06. To account for potential earnings beyond the 10th year, we estimate a growth rate of 6.00%, a discount rate of 12.00%. (using quicken.com valuation tool)

[...] in August as I went through each of Warren Buffett’s stock picks in the Berkshire portfolio, I posted the following on BNI. Burlington Northern Santa Fe (BNI) Stock [...]

Write up requests in the forum section. It’ll make it easier to track and keep it focused.