The company Berkshire Hathaway recently removes Comcast , Bank of America , Lowes , Nike and many others from its portfolio, but then Buffett picks up 6 million shares of Wells Fargo. The investor should flow with the current of the river not against it.
Source: http://blogs.wsj.com/deals/2011/02/14/warren-buffett-buys-wells-fargo-and-sells-bofa-nike/?mod=yahoo_hs
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