Parsad Posted March 30, 2010 Posted March 30, 2010 Here's an article discussing some of the similar holdings between Berkshire and Fairfax. Cheers! http://www.gurufocus.com/news.php?id=88785
Guest Bronco Posted March 30, 2010 Posted March 30, 2010 There is some sense to all those - KFT, WFC and JNJ are perfect stocks in my opinion for these 2 companies to own. I would have liked to see FFH or my other favorite L - buy some DPS when it was down in the 20's. I guess everyone except Buffett was scrambling for capital though instead of investing it (cooincidence?). I just think DPS is a perfect type of company as it can be held forever - sort of like what BRK did with Coke. Anyone - I think this a great article and thought provoking. I really like Kraft in the $27 -$28 range.
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