From Barron’s and according to Credit Suisse these are the 27 companies (although the list is 28) that fit Warren Buffett’s high-quality investment criteria right now.
- Hanesbrands (HBI )
- Hasbro (HAS)
- Carter’s (CRI)
- Ross Stores (ROST)
- Dollar General (DG)
- Wal-Mart Stores (WMT)
- CVS Health (CVS)
- Walgreens Boots Alliance (WBA)
- Aon (AON)
- UnitedHealth Group (UNH)
- Aetna (AET)
- Cigna (CI)
- Universal Health Services (UHS)
- Johnson & Johnson (JNJ)
- Bristol-Myers Squibb (BMY)
- General Electric (GE)
- Honeywell (HON)
- General Dynamics (GD)
- Snap-On (SNA)
- Acuity Brands (AYI)
- Carlisle Cos. (CSL)
- MSC Industrial Direct (MSM)
- Toro (TTC)
- C.H. Robinson Worldwide (CHRW)
- International Flavors & Fragrances (IFF)
The next three stand out because they are technology companies and Warren has repeatedly said tech companies are not in his circle of competency.
- Oracle (ORCL)
- CA (CA)
- Amdocs (DOX)
Warren did buy IBM so maybe an investment in Oracle and its recurring revenue streams and high switching costs could be attractive. I still say it’s a stretch.
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