This is interesting. "Buffett's Berkshire Piles On Shares Of Apple, Airlines, Cuts Wal-Mart"
"Berkshire also took a new, 8 million-share stake in agricultural giant Monsanto (MON), which is being bought by Bayer"
"I’m assuming he sees the same thing we do, which is that there’s a good likelihood the deal with Bayer will go through,” Chris Shaw, an analyst at Monness Crespi Hardt & Co. in New York, said by phone."