Buffet's holdings as of June 30th

C

Covertibility

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

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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!
 
Quote from Urkel:

More...
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.
 
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