Berkshire Hathaway Inc (BRK.B)

[gfp927z]

Bar, >> Japanese trading houses <<

I actually have 4 of the 5 again, albeit modest positions. They are commission-free at Fidelity, except for Mitsubishi (MSBHF), which has a $50 fee. ITOCY has the best long term chart, but Buffett loves them all, so that's good enough for me :o) Metrics like P/S and P/B are in the 1-2 range, with some under 1, so very cheap compared to US stocks, and also nice dividends.

Buffett is starting to show his age more, but Abel and Ajit have proven themselves extremely capable. The only question I have concerns the stock picking of Weschler / Combs, which hasn't seemed too impressive so far, although it's still early.




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