WMT,

Well with the recent weakness its the only US stock on my watchlist which currently meets my PER criteria.

There was quite a bit of dicussion about WMT at the meeting about the Mexico situation and WEB saying that he thought it would not materially affetct earning power, taking a 5yr view.

Thinking about buying more WMT, but then I am also considering buying BRKB which seems attractive at current levels.

g