Today ought to be good.AGTHX has a lot of exposure to railroads.BRK is buying BNI and is the #1 institutional shareholder.AGTHX is also the #1 shareholder of CSX and UNP.
I did not see AGTHX holding CSX. Holdings are MSFT, ORCL, GOOG and APPL. Are you sure about CSX. Thanks.
I think he is right.http://finance.yahoo.com/q/mh?s=CSX