Tim Seymour Thinks That Mondelez International Inc And General Electric Company Are Going Higher - Mondelez International (NASDAQ:MDLZ), GE Aero (NYSE:GE)

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On CNBC's Fast Money, Tim Seymour spoke about Warren Buffett's portfolio. He said that Mr. Buffett owns a lot of transportation stocks and he analyzed companies in the portfolio that did well and that could continue a good performance. Seymour believes that

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Mondelez International Inc (NASDAQ: MDLZ) and

General Electric Company (NYSE: GE) could continue to do well. He added that Buffett's portfolio is not just a transport story. Guy Adami said that he believes that the transportation stocks are heading lower, which is going to hurt the S&P 500 too.