After looking at a whole bunch of US shares, I've returned to the only one I currently hold: Berkshire Hathaway. I still think it's cheap, I still think it's a great company, and I see no reason to go elsewhere. I doubled my holding today, making Berkshire almost 17% of my portfolio.
Full details here:
http://www.shareworld.co.uk/index.php/dan/articles-2/berkshire-hathaway.html
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