Comments on: 2008 Q2 Portfolio Holdings: Bruce Berkowitz, Bob Rodriguez & Mohnish Pabrai

By: Davy Bui

Davy Bui — Sun, 28 Sep 2008 03:52:01 +0000

Jake, as far as I can tell, FPA did not buy AMGN @ $27 like you say (AMGN has not been at $27 for years) but my scripts can be wrong. In any case, I absolutely did not give any “advice” to buy it @ $65 or even at $47.

Please do not misrepresent my words. “I’ve had Amgen on my radar for quite a while” does not mean I am recommending or giving “advice” to buy it. There is absolutely no advice for anyone on this site — simply my opinion — in fact, financial advice on this site is possibly illegal. If you are looking for “advice”, hire a financial advisor.

I submit my posts for readers as a base for your own research. I also submit it for your feedback and hopefully insights that I don’t have. As it stands, I agree with you that AMGN at $65 isn’t interesting. Look at my portfolio and you will see I have no position in AMGN at all.

I don’t mean to be a jerk about this but it is important that my words or positions are not misrepresented.

By: Jake Riley

Jake Riley — Sat, 27 Sep 2008 12:17:47 +0000

AMGN when these guys bought was 27. You report on the stock when it is at 65. Bad advice to buy now.

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