What do U.S. Bancorp (USB 0.55%), Bank of Hawaii (BOH -0.33%), Wal-Mart (WMT -0.08%), and American Express (AXP 0.33%) all have in common? All four are answered in the following round of "Fool in the Blank!" In this game, a sentence is given and each player must fill in the rest. The guys complete the following:

  • If all banks were priced at 1x tangible book value ______ would be my first buy.
  • ______ is one Berkshire-held stock I'm staying away from.