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Strategies & Market Trends : Buffettology
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To: Robert Douglas who wrote (397)10/1/1998 1:50:00 AM
From: BUYandHOLD  Read Replies (1) of 4691
 
Robert

Clearly KO and G are still part of WB's holdings.…

<I am talking about these large consumer franchises stocks of which KO, G, and PG are prime examples.
All three of these companies have been through a golden decade, one that will be impossible to
duplicate in the next 10 years..>

WB would be glad to debate you on the above statement. Matter of fact I would humbly submit that
I strongly disagree with the statement myself (like it would make a difference!)

Most Buffettologists would agree that the recent drop in prices of G and KO if anything make them
even more attractive.

Considering that half of the worlds population lives in 2 countries (IND and CHNA) there may
still be room for sales (of KO and G) in the next 20 yrs.

Here are 60% of Buffett's portfolio.
Berkshire's Share
of Undistributed
Berkshire's Approximate Operating Earnings
Berkshire's Major Investees Ownership at Yearend(1) (in millions)(2)

American Express Company 10.7% $161
The Coca-Cola Company 8.1% 216
The Walt Disney Company 3.2% 65
Freddie Mac 8.6% 86
The Gillette Company 8.6% 82
The Washington Post Company 16.5% 30
Wells Fargo & Company 7.8% 103
------
Berkshire's share of undistributed earnings of major investees 743
Hypothetical tax on these undistributed investee earnings(3) (105)
Reported operating earnings of Berkshire 1,292
------
Total look-through earnings of Berkshire $1,930

source;http://www.berkshirehathaway.com/1997ar/1997.html
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