Stocks in Q1 2013
I added a S to the "ADDED" for IBM which in this case only meant that the addition that was made was very small.
When it comes to the new added companies then:
Chicago Bridge & Iron: Is an engineering and construction company that specialise in oil and gas... I guess Mr. Buffett wants to get his piece of the shale cake.
Starz: Is a media company very similar to Direct TV if I understood things correct.
To be honest I am amazed that he keeps adding in IBM. I really do not find that stock cheap any longer... far, far from it but obviously he still considers the price to be fair for a wonderful company which makes me wonder what I missed in my rough analysis.
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