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I agree...Buffett's ownership of Mclane doesn't say anything about his views on trucking.
He also owns XTRA though, which leases trailers. He bought it in 2001. He said buying BNI was a bullish call on the US over the next 20-30 years, not on the next six months or year. TA holders need to have the same outlook (not necessarily 20-30 years, but expecting a swift recovery in 2010 is asking a lot). Rating :
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