No. of Recommendations: 11
he might be buying things other than brkb?
Sure. Though I suspect he is not in any big hurry.
If I had to make a wild guess, it would be international booze companies. They are generally extremely good bets over the very long haul, but down a huge amount because of their highly visible exposure to tariffs. (and worries that the world will stop drinking).
Diago DGE:LSE, 34% off its high. Not doing great lately, in a number of different ways. 3.9% div.
Campari CPR:MIL, 49% off its high. 1.2% yield.
Pernod Ricard RI:PAR, 46% off its high Least exposed of these four to US tariffs. 5.3% div.
Remy Cointreau RCO:PAR, 62% off its high. Most exposed of these four to US tariffs. 4.6% div.
Jim
