Warren Buffett tells our Becky Quick that he has been adding recently to one of the two stakes Berkshire Hathaway already has in a pair of financial stocks: American Express and Wells Fargo .
But, in keeping his custom of not revealing too much, he won't say which one. Even so, investors are bidding up the price of both stocks this morning.
Buffett also sees better opportunities now in the stock market that he did a year ago. That's really no surprise given the big decline in stock prices over that time.