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Strategies & Market Trends : Fundamental Value Investing
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To: E_K_S who wrote (2393)10/5/2012 11:38:02 AM
From: bruwin  Read Replies (1) of 4719
 
Thanks for that E_K_S.

Fortunately INTC wasn't in our Buffett Top 10.

However, I see that Directv (DTV) has an approximate value of $1.51bil. in Buffett's own portfolio. This puts it ahead of Johnson & Johnson (JNJ) at about $0.716bil.
When we started our portfolios on 17 August, JNJ had a greater Dollar value than DTV. Buffett seems to have sold off a big chunk of his JNJ's in the interim.

Any suggestion, folks, as to what we should do now, seeing as we didn't cover this eventuality in our "Rules"?
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