The 33 Stocks in the Buffett Portfolio 1 Coca-Cola KO: Wide Moat, 5 Stars 2 American Express AXP: Wide Moat, 3 Stars 3 Proctor & Gamble PG: Wide Moat, 3 Stars 4 Wells Fargo WFC: Wide Moat, 5 Stars 5 Moody's MCO: Wide Moat, 3 Stars 6 Wesco Financial WSC: Narrow Moat, 5 Stars 7 Washington Post WPO: Wide Moat, 5 Stars 8 M&T Bank MTB: Narrow Moat, 3 Star 9 Shaw Communications SJR: Not Rated 10 American Standard ASD: Narrow Moat, 3 Stars 11 First Data FDC: Wide Moat, 4 Stars 12 Gap GPS: Narrow Moat, 5 Stars 13 Comcast CMCSA: Wide moat, 4 Stars 14 USG Corporation USG: Not Rated 15 Gannett CGI: Narrow Moat, 5 Stars 16 Costco COST: Narrow Moat, 3 Stars 17 SunTrust Bank STI: Narrow Moat, 3 Stars 18 Nike NKE: Narrow Moat, 3 Stars 19 Iron Mountain IRM: Wide Moat, 3 Stars 20 Tyco International TYC: Narrow Moat, 4 Stars 21 Pier 1 Imports PIR: No Moat, 5 Stars 22 Outback Steakhouse OSI: No Moat, 5 Stars 23 ServiceMaster SVM: Narrow Moat, 2 Stars 24 Lexmark International LXK: Narrow Moat, 5 Stars 25 Sealed Air SEE: Narrow Moat, 5 Stars 26 PetroChina PTR: Narrow Moat, 1 Star 27 Home Depot HD: Wide Moat, 4 Stars 28 Mueller Industries MLI: Not Rated 29 Comdisco Holding CDCO: Not Rated 30 Lowes Companies LOW: Wide moat, 3 Stars 31 Dean Foods DF: Narrow Moat, 3 Stars 32 Anheuser Busch BUD: Wide Moat, 5 Stars 33 Kingfisher KGFHY: Not Rated ------- New adds : Home Depot, Lexmark and Tyco. Not mentioned which may have been sold or gonna be sold: H&R Block and Torchmark.
Tomorrow at the opening you will see a lot of buy market orders like this: KO 47 shares AXP 40 shares PG 36 shares WFC 33 shares etc. Good Luck!
"However, Berkshire continues to struggle to find bargains--whether in equities, bonds, or acquisitions--as evidenced by a cash hoard that is approaching $50 billion. Although Berkshire has made several small acquisitions this year, cash seems to arrive in Omaha ever faster." geeeeeeeeesh, talk about a cash cow!
now that we're on the subject of Warren Buffett, maybe something you guys can answer... he lives in a small shack just like everyone else. he drives a POS Lincoln Towncar. his clothes are probably cheap suits. therefore, what practical use is any of his $10s of billions of dollars net worth? guys that have $50k to their name live the same way he does! so what use is there of him having it?? he probably shops for his food at Smart & Final.
Making fun of how he lives is no real justification to challenge his investment philosophy. It is merely an extention of that philosophy. There are a few people that can claim his LT track record and although value investing may be out of favor now, there is a reason for it. The Housing ATM is out of control, Inflation Targets are soon to be a reality, Credit cards are soon to double their minimum payments, 30% of 200-500 Billion will be converted into US dollars thanks to currency repatriation (i wonder what that will do to buffets dollar position?) I can go on...... And be respectful of those who have the scorecard: they are better than you. It is that simple. The clothes do not make you someone to admire, your success does. Only an idiot belives the former.