Best Buffett Buys
This is worth a read I think:
Given the trip out to Omaha this weekend that some folks are taking, it is always worth thinking about ways that Buffett might spend his cash and why. Look at Costco for example. What is not to like there? I mean the place is focused on value and that is Buffett's forte. From an owner earnings perspective the company is killing and I would look for growth outside of North America to continue. Is it better than Sam's Club? Maybe...WEB already owns a boatload of WMT anyway, so I wouldn't bet on his interest being piqued here. The Southwest Airlines is a pretty fascinating one though given his admitted love for airlines (as investments at least).