Last week, I posted
Warren Buffett's most recent portfolio. This week, I did some analysis to gage his cost basis for each of his holdings so I could figure out how much gain he is sitting on for each of these holdings as of right now. If you look at the table below, it is obvious that Buffett hardly ever owns a stock for less than a triple digit gain. So for investors who don't want to do their homework and want to shadow his moves somewhat, I have highlighted the ones that are recent additions to his portfolio that have not appreciated as much as much. What this means is that these stocks will probably do well over the next 3-5 years and could may well be his AXP, KO and PG. Do you like any of these more than the rest? I'd love to hear from you.
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Company Name (ticker)
|
%Gain
|
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American Express Company (AXP)
|
558.13%
|
|
Anheuser-Busch Cos. (BUD)
|
0.60%
|
|
The Coca-Cola Company (KO)
|
624.82%
|
|
Conoco-Phillips (COP)
|
14.72%
|
|
Johnson & Johnson (JNJ)
|
0.10%
|
|
M&T Bank Corporation (MTB)
|
665.54%
|
|
Moody's Corporation (MCO)
|
527.05%
|
|
PetroChina "H" shares (or equivalents)
|
446.37%
|
|
POSCO (PKX)
|
116.31%
|
|
The Procter & Gamble Company (PG)
|
571.05%
|
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US Bancorp (USB)
|
17.35%
|
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USG Corp (USG)
|
64.41%
|
|
Wal-Mart Stores, Inc. (WMT)
|
5.41%
|
|
The Washington Post Company (WPO)
|
11629.05%
|
|
Wells Fargo & Company (WFC)
|
105.26%
|
|
White Mountains Insurance (WTM)
|
164.38%
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-- Faisal Laljee