He likes Wynn-Macau, Richemont and Coca-Cola.
He likes Coke because it is a high quality company and its yield is very attractive relative Treasuries.
In the video below he explains why he likes Coke:
|Latest Guru Picks||Value Strategies|
|Warren Buffett Portfolio||Ben Graham Net-Net|
|Real Time Picks||Buffett-Munger Screener|
|Aggregated Portfolio||Undervalued Predictable|
|ETFs, Options||Low P/S Companies|
|Insider Trends||10-Year Financials|
|52-Week Lows||Interactive Charts|
|Model Portfolios||DCF Calculator|
|RSS Feed||Monthly Newsletters|
|The All-In-One Screener||Portfolio Tracking Tool|
Your selection and notes will be stored in your portfolio.