No. of Recommendations: 6
for purposes of discussion, i present that warren's omission on Canada was\is significant.
possibly bigger than his past call on japan via trading houses.
since the trump election and his subsequent spat with canada, i present as examples 3 stocks :
brookfield, enbridge, fairfax
all liquid largecap.
all deeply within circle-of-competence.
all relatively low risk in a place that may now be superior to america for rule-of-law.
all household names for any canadian with retirement savings.
(add canadian banks if you want a bigger list)
yes of course, berkshire may have also added another oil&gas name that went nowhere.
but i think the recent drop in constellation software may make it the most interesting still.
