Warren Buffett used his trigger to shoot a white elephant. He announced to buy Precision Castparts, a metal fabrication company with focus on the aero plane industry.
PCP is a huge investment for Warren Buffett.
Today I like to introduce some alternatives from the same industry. 18 public listed companies are located to the metal fabricaton industry but only 6 stocks have a market capitalization of more than 1 billion USD.
There is a huge conentration in the industry. PCP next competitor, Tenaris, has a 15 billion market cap, nealy half the value Warren Buffett paid for PCP.
However, here are the best dividend picks from the metal fabrication industry...
Showing posts with label MLI. Show all posts
Showing posts with label MLI. Show all posts
Ian Cumming - Leucadia National Q4/2011 Fund Portfolio
Ian Cumming - Leucadia National Q4/2011 Fund Investing Strategies By Dividend Yield – Stock Capital, Investment. Here is a current portfolio update of Ian Cumming’s - Leucadia National - portfolio movements as of Q4/2011 (December 31, 2011). In total, he held 4 stocks with a total portfolio worth of USD 1,238,740,000.
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COWN,
Ian Cumming,
INTL,
JEF,
Leucadia National,
MLI,
Portfolio Strategies
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