biaggio Posted May 23, 2011 Share Posted May 23, 2011 http://wealthtrack.com/video_player-05.html Great Investor, David Herro, is the Morningstar’s International Stock Fund Manager of the Decade. The contrarian minded manager of three Oakmark International Funds discusses why he is finding value in some of the world’s most challenging markets. Good interview Link to comment Share on other sites More sharing options...
prunes Posted May 23, 2011 Share Posted May 23, 2011 His pick of Diageo seems like something Buffett would love, were he not a teetotaler. The price is a bit rich right now, but something to watch. Link to comment Share on other sites More sharing options...
gfp Posted May 23, 2011 Share Posted May 23, 2011 Buffett (Berkshire) owned Diageo for years. He was also a top shareholder in Anheuser Busch before the buy-out. He's not a teetotaler when it comes to buying portions of public companies. Link to comment Share on other sites More sharing options...
eclecticvalue Posted May 24, 2011 Share Posted May 24, 2011 Did anyone notice the other japanese security he mentioned Dai wa securities (DSEEY). It seems like a interesting play. Plus it is cheap on the price. I need to dig into it a little bit more. Link to comment Share on other sites More sharing options...
Recommended Posts
Create an account or sign in to comment
You need to be a member in order to leave a comment
Create an account
Sign up for a new account in our community. It's easy!
Register a new accountSign in
Already have an account? Sign in here.
Sign In Now