What Is Warren Buffett Telling You?

Filed under: Wal-Mart (WMT), Berkshire Hathaway (BRK.A), Johnson and Johnson (JNJ), Kraft Foods'A' (KFT), Burlington Northern Santa Fe (BNI), Norfolk Southern Corp. (NSC), Union Pacific Corporation (UNP)

As always, there is a volume of speculation after the much anticipated release of the quarterly changes in holdings report from Berkshire Hathaway (BRK.A). While leaving all the deep analytical number crunching for greater minds than my own, I'd like to take a look at what Warren Buffett could be telling us through his company's latest form 13F.

Why has Warren Buffett swallowed Burlington Northern Santa Fe (BNI) while letting go of Norfolk Southern (NSC) and Union Pacific (UNP)? Being the master of due diligence, Mr. Buffett has most likely determined that BNI is the most attractive of the three. The future of rail transport is all but guaranteed to shine, and I believe that Mr. Buffett has exited the other two rail companies simply to avoid conflict of interest issues.

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What Is Warren Buffett Telling You? originally appeared on BloggingStocks on Fri, 19 Feb 2010 18:00:00 EST. Please see our terms for use of feeds.

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