Mon 16 Jul 2007
So what does Sorros and Buffet have in their portfolio right now, July 2007?
According to this article on Yahoo, I assume these are just some random samples of what they got since they are just a few stocks.
Buffet:
US Bancorp (USB), a bank with a divident yield on 4.6%. Credit quality has actually increased at USB due to the conservative bias of its credit lending. P/E is 13.
SunTrust Banks Inc. (STI), 3.4% yield, P/E is 15.5.
PetroChina Co. Ltd. (PTR), a chinese oil company, yields 2.6%. The P/E is 12.5.
Soros:
Weyerhaeuser Co. (WY), yield of 3% and P/E 11.
Cemex (CX), a Mexico-based cement company, yield is 1.9%, the P/E is 36.
Rio Tinto (Companhia Vale do Rio Doce) (RIO), 1.5% yield, the P/E is 15.5.