While the David Sokol controversy unfolds in the coming weeks Warren Buffett will continue operating Berkshire as he always has. And that means he will continue to search for ways to add value to the war chest of companies he has amassed over the years. It’s becoming increasingly difficult given the sheer size of the company, however, Reuters Insider has put together a screen with 5 potential targets. The output:
1. Goodrich (GR)
2. Parker Hanifin (PH)
3. Bunge (BG)
4. Cliffs (CLF)
5. Eaton (ETN)
Source: Reuters Insider
Mr. Roche is the Founder and Chief Investment Officer of Discipline Funds.Discipline Funds is a low fee financial advisory firm with a focus on helping people be more disciplined with their finances.
He is also the author of Pragmatic Capitalism: What Every Investor Needs to Understand About Money and Finance, Understanding the Modern Monetary System and Understanding Modern Portfolio Construction.