Goodstein: One way to capture the upside pop is to invest in an ETF

Investment Strategy & Focus - Berkshire Hathaway is expected to make a top 15 holding investment in the industrial sector, potentially signaling a shift in portfolio allocation [1] - The investment is speculated to be around $5 billion, a relatively small amount compared to Berkshire Hathaway's $348 billion cash reserves [6] - The company may be preparing to buy, conducting analysis for potential acquisitions [7] - Berkshire Hathaway might be returning to buying after 11 straight quarters of being net sellers, potentially due to overvalued stock and accumulated cash [9][10] Potential Investment Targets - Caterpillar is considered a potential investment target, aligning with Warren Buffett's value investing approach and the $12 trillion infrastructure spending [2][3] - Other potential investment options include Honeywell and UPS [5] - Investing in an industrial sector ETF is suggested as an alternative to capture the potential upside [5] Railroad Industry Considerations - Berkshire Hathaway already owns the BNSF line, indicating existing involvement in the railroad business [11] - Potential investment opportunities exist within the railroad sector, such as acquiring CSX to create one of two transcontinental railroads [8][13] - Loosening regulations around mergers under the Trump administration could facilitate such acquisitions [13]