Subject: Re: Why STZ - low ROE
" So what attracts Buffett (assuming it is his pick) to STZ? Is high return on equity or total capital not important to Buffett in selecting companies to buy?"
It's highly unlikely this is a Buffett purchase. Once again investor's MIGHT be getting conned into believing it is. It would take Buffett one minute to disclose HIS trades, but he prefers to give T and T the benefit of the Buffett bounce, which hasn't helped. The financial reporting on these trades is embarrassing, to be kind.