|
|
Post by roy on Aug 3, 2012 20:26:19 GMT -5
|
|
|
|
Post by T Bhat on Aug 4, 2012 11:41:34 GMT -5
Key from the reports:
1. Book value up 7.6% in 2012 compared to 2011.
2. Insurance solid across the board
3. The story of the quarter is Lubrizol. Lubrizol contributed 621 million for the first half - at this rate, it will be 1.24 billion for the year. Roughly 15% yield in the first year itself which is outstanding.
4. BNSF is also proving to be good - with pre-tax earning yield approaching 14%.
Book value is roughly $72/B share.
|
|
