Post #13210 by mungofitch on the Berkshire Hathaway board

Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A) ❤

Unthreaded | Threaded | Whole Thread (14)

Post New | Post Reply | Report Post | Recommend It!

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

Post New | Post Reply | Report Post | Recommend It!

Print the post

Unthreaded | Threaded | Whole Thread (14)

Prev | Next

Announcements

Berkshire Hathaway FAQ

Contact Shrewd'm
Contact the developer of these message boards.

A community forum supporting civilized, and highly helpful, self-educating investors that come together for Shrewdness and merry spirits. These message boards closely follow the look and feel of the old message boards at boards.fool.com prior to the boards redirected to discussion.fool.com. Shrewd'm is not affiliated with the comprehensive and excellent investment website, The Motley Fool (TMF), in any way. The Shrewd commmunity here has owed, and continues to owe, gratitude to The Motley Fool for nurturing a culture of jovial irreverence towards Wall St, and that tradition will continue here.