Berkshire portfolio shows two new positions Phillips 66 ( PSX) and National-Oilwell Varco, Inc ( NOV).
FORBES: Latest Picks From Warren Buffett: NOV, WFC, IBM, DVA, BK
The easiest action is to just stand pat and hold these new shares (NYSE: PSX).
FORBES: As ConocoPhillips Spins Off Refining Assets, Think Twice Before Buying The New Phillips 66
In November of 2012, I removed WNR from that list and I replaced it with Phillips 66 ( NYSE:PSX).
FORBES: Thumbs Up to HY and Thumbs Down to JBLU
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