If you don't already know, Warren Buffet shared with investors, his 2006 Berkshire Hathaway portfolio today. The list only contains companies that make up at least $700 million worth of investment in his portfolio. New additions for 2006 were Johnson & Johnson (JNJ), Posco (PKX), Conoco Phillips (COP), US Bankcorp (USB) and Tesco (a British grocer). Following are his holdings:
While a couple of undiclosed names are missing, there are a couple of things I would like to mention. First that as long as Warren Buffet is ok, Berkshire Hathaway and all the stocks that are part of its portfolio will be ok. If something were to happen to Buffet (health wise), these stocks will be in some trouble. Until then, if you own any of these, you should be ok. The ones I lke from this group are USG (I have been bullish since the first time Buffet bought this), COP, WTM and PKX if you want to own anything from this list.
-- Faisal Laljee
Full Disclosure: I do not own any of the stocks above except USG, but my position might change anytime without notice.