Buffett 2013: Top investors offer best value plays of 2013
Saturday, May 04, 2013 - 01:59
May 4 - Top value investors attending the Berkshire Hathaway annual shareholders meeting offer their best bargain buys for 2013.
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God. It's. Just yeah I'm way. At Berkshire Hathaway meeting I talked to some of the top value investors in this country. And I asked them what is the best value play for 2013. The housing market lifting up. Help so many banks and such a big way. And if I had to pick one my favorite banker won't Citibank I just think they've come very far and the guy who runs it is a plus plus. And I think they -- terrific franchise and it's a cheap side. Still we think it's apple. And we think it's a classic definition of deep value the stock has been hammered. We think the company is going to be growth here than what the market expects. And current valuations there's we believe much more upside than downside. It could be Berkshire area. That sling because they had reinvestment opportunity global growth will position ever in the world. -- Philip Morris which is which is unloved by so many. But it has a very strong business. What we like our companies that are involved in the areas that are obvious energy. Making the US independent using shell and its technology and related to acknowledge and secondly companies that are involved. In commercial aviation vendors to Boeing vendors to Airbus companies that are involved in the whole area of the alternative I use of -- three dimensional. And dynamic technology like companies like stratus is intriguing but they'll be others the belt. One holding in particular that may benefit. Possibly next twelve to eighteen months is that companies actually operates in Thailand called CP foods. Think the thing is you've got to the end and I think that you know if you're just. You either -- index and you Avaya global. Index. I think you wanna own companies that especially our Asia focused.
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