Paul Fraser's Comment



2015-06-26 11:43:13

Paul Fraser's Comment

Warren Buffett buys train set for $34 Billion!

Warren Buffett always sticks to his knitting, things he knows about, which are easy to understand, solid businesses where he sees a long term sustainable future, which he can buy today at a reasonable price. He also collects stamps with the same principle. He takes calculated bets on his understanding of demographic changes and trends, and how they will affect the underlying asset that he is buying. Also taking into account the needs of the baby-boomer generation that are currently starting to retire. So, for those reasons I believe that Healthcare will become another major leg in his conglomerate of businesses, building on a number of relatively small investments that he is currently holding. The US population currently stands at 308 Million and is expected to reach 439 Million by 2050. The World population will increase by 38% in that same period. This of course means that more goods and services will be moving around the World, with commodities transferring to the World's "Engine room", which is China, and finished products travelling back to the US. This needs a huge increase in expenditure on infrastructure, and in this recent case on railways which should form an increasing role in these future growth opportunities. For the foreseeable future the US will remain a powerhouse and a major player in this ongoing economic growth. Competition for assets will continue to intensify as the population increases, and their disposable income grows, fueling the demand trying to find "Safe havens", and reliable tangible assets to invest in. After all is said and done, there is only so much land, so many quality businesses, so many natural resourcesand so many high-end collectibles. I believe passionately that buying the right high-end collectibles today will not only bring great enjoyment, but also great profit in the long term, and we look forward to helping you achieve that goal.

Paul Fraser

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