date:May 07, 2014
company.
Industrials, Power
Still, Buffett has had a lot of success with trains and may keep his focus on industrial companies, Bronzo said. Burlington Northern accounted for about 12% of Berkshires $182 billion of revenue last year. The acquisition of the railroad is still Buffetts largest.
He may continue to wager on the energy industry as well, though there arent a lot of bargains, said Brian Barish, who helps oversee about $10 billion as president and chief investment officer of Cambiar I