Can you tell me why Buffett's share is not disclosed in BRKA's 13F form? It's definitely not because it's too small... All I find while searching is 2006 articles of Buffett buying some Tesco, but I do not see anything in his 2007 13Fs. Did he sell it?
BTW, SWCEY position is not disclosed either, I am not sure why, though it might have been acquired after 12/31.
On the other news of Buffett buys, his most recent 13F was released today. It's somewhat underwhelming. Buffett bought KFT during 2007. However, I find it difficult to find value in KFT: margins low, ROE low, balance sheet looks like crap - although it should look that way, since Altria put a lot of debt on it. The only positive is that they are slowly slowly paying off debt. 38b of intangible assets, 7b debt, theoretical equity of 28b, but negative tangible assets. Oh well. Not very low PE, 3.7% dividend per Yahoo... Not sure I would want to follow Buffett.
Buffett also bought more KMX. Another one where I don't see great value. Low margins, cleanish balance sheet.
Finally, press is making a big thing of BRKA's GSK purchase. It is really funny, since the position is very very tiny. I will hold my own very tiny GSK position though and see what happens. :) |
