Warren Buffett has some detractors these days, even some highly-regarded detractors. Mike Holland is not among them. The chairman of Holland & Co. thinks the Oracle of Omaha has been trading very shrewdly recently.
"Buffett is getting some incredible values just in fixed income," he told CNBC. "There are a lot of values down there that are going to make a lot of money in this violent market."
Recommendation:
That's why he likes (drumroll, please) Berkshire Hathaway [BRK.A 80750.00 
-3250.00 (-3.87%) 
].
"The guy (Buffett) is getting 10 percent cash returns, which, I think, most equity investors today would say, 'Not bad,'" he said. "He's building up that storehouse of value within Berkshire; you can't ignore what he's been doing recently."
Disclosures:
Disclosure information for Mike Holland was not immediately available.
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Rivals in Berkshire's Sectors:
Insurance:
AIG [AIG 0.76 -0.02 (-2.12%) ]
The Hartford [HIG 10.25 
0.27 (+2.71%) ]
Investment Conglomerates:
Blackstone Group [BX 4.45 -0.10 (-2.2%) ]
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