Subject: Re: International Stocks
Hi Rich,

You are probably aware of this board (non-us stocks):
https://www.shrewdm.com/MB?bid...
Recent discussions there have been about British REITs.
I'm a fan of the ETF WIP, which holds non-US inflation-protected bonds. As the dollar weakens this tends to go up. Not a high-flyer.
I have been surprised at the number of countries that have Circle-K stores in them (e.g. Sweden). The parent (Alimentation Couche-Tard) is Canadian and I haven't checked to see what fraction of the business is US-related and what is not. I do not currently own this. They took a hit when they tried to merge with (Carrefour?).

OrmontUS has been coat-tailing Berkshire in some Japanese stocks. I fear it might be late to get on that particular wagon.

This is hardly useful but may give you some ideas.

Rgds,
HH/Sean