Subject: Re: Buffett sold more Apple
Berkfan- Allow me to do some friendly editing to your post. You forgot an “S” as in Elephants. We haven’t played the game of acquisition targets as far as I know on this new board but names that came up on the old board were Honeywell,Deere,Eaton,Fastenal,Illinois Tool Works and Caterpillar.

That's a guessing game that has usually proved fruitless, but for once I will make a suggestion.

Blackrock would be nice, current market cap $125bn. It's the ultimate toll booth play, especially in their index tracking work: a fee on some some good fraction of the world's equities, a neverending stream of income, and the ultimate bet on the long term success of equities, especially American ones, which is very much a Buffett view of the world. Valuation levels aren't even all that bad lately relative to prospects. I might buy a little myself, though I'll probably wait (perhaps fruitlessly) for a dip.

Jim