Subject: Re: Barrons, Bary guess what's HE buying,
My guesses on what he might be buying are Hershey's and Dollar General.

Another possibility is Diageo, but I am not sure if it would require confidential treatment, if he was buying London shares and not ADRs.

All three stocks fell significantly in Q3, and are still reasonably priced. Maybe the recent recovery in DG and HSY share prices could be tied to his buying.