Berkshire Hathaway
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More Oil in the Bakken
By Mark Morelli - May 9, 2013 | Tickers: BRK-B, BRK-A, HAL, VLO
A recent study by the U.S. Geological Survey indicates that, buried in the Bakken shale and Three Forks regions of North Dakota and Montana, there are actually more oil and natural gas deposits than previously thought . Two or three times more, in fact.
If these projections pan out, it can only benefit businesses involved in the production, transportation, storage, processing, and use of said energy supplies. The overall economy more »
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Sell in May and Go Away: Debunked
By Jason Hall - May 8, 2013 | Tickers: BRK-B, CMG, RSP, SPY, WFM
My wife and I are in the market for a new home. We've been saving for several years, including investing in stocks. I have started selling shares in order to free up cash for a down-payment. It's been strange, selling shares of companies that I love, and would happily hold for many more years.
But it's also a reminder of why we invest in stocks: There isn more »
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Icahn Enterprises vs Berkshire Hathaway?
By Mike Thiessen - May 7, 2013 | Tickers: BRK-B, DELL, IEP
Investors are hearing a lot about Carl Icahn himself these days, but his company continues to fly under the radar. Despite boasting strong financials, a healthy dividend, a diversified asset portfolio and a strong fiscal outlook, Icahn Enterprises (NASDAQ: IEP) simply does not attract value investors' attention in the way that many other investment-focused conglomerates do.
In fact, Icahn Enterprises is rarely mentioned in the same breath as a similar more » -
A Rainy Day of Wit and Wisdom at Berkshire Hathaway
By DJ Krieger - May 7, 2013 | Tickers: BRK-B, BRK-A
It was a cold, rainy morning at the Berkshire Hathaway (NYSE: BRK-A) (NYSE: BRK-B) annual shareholder's meeting. Warren Buffett made a crack about it later while answering a question about climate change.
The drive at 5:30 a.m. from Lincoln, which is where the cheapskates stay, was black and wet with visibility of about 200 feet. Thoughtfully, the executive suite at Berkshire got together and opened the doors more » -
This Mega Hedge Fund Is Bullish on These Stocks
By Meena Krishnamsetty - April 30, 2013 | Tickers: BRK-B, SCHW, ORCL, TEL, WFC
SQ Advisors has roughly $1.2 billion in its equity portfolio, which is heavily weighted with stocks from the financial and services sectors. Overseen by manager Lou Simpson, the fund has seen growth of a little more than one percent so far this quarter. It’s extremely important to pay attention to hedge fund sentiment because studies have shown that the smart money’s best small-cap picks can beat the more »
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Comglomerates Provide the Best Diversification
By Ash Anderson - April 26, 2013 | Tickers: MMM, BRK-B, BRK-A, UTX
How do you get the most bang for your buck in the stock market? You buy conglomerates. These mega-firms encompass multiple organizations all striving to achieve in different areas of business.
Berkshire Hathaway (NYSE: BRK-B)
How could you truly expect me to get through this article without a mention of Warren Buffett’s famed Berkshire Hathaway?
The company is engaged in so many different areas of business; it actually becomes more »
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When, Exactly, Will Apple Be Cheap Enough?
By Margie Nemcick-Cruz - April 23, 2013 | Tickers: AAPL, BRK-B, BRK-A, GOOG
Warren Buffett of Berkshire Hathaway (NYSE: BRK-B) (NYSE: BRK-A) says we should cheer when stocks go down, that it represents an opportunity to buy assets that in the long run will increase in value. But when stocks start to go down, most investors panic and get fearful. This has certainly been the case with Apple (NASDAQ: AAPL). As the company's shares decline, columns and opinions making the case against more »
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Staying Ahead of Warren's Elephant Gun
By Spencer Houlihan - April 19, 2013 | Tickers: AXP, BRK-B, DE, DFS, EBAY
"We're prepared. Our elephant gun has been reloaded, and my trigger finger is itchy."
--Warren Buffett, appearing on CNBC's "Squawk Box", Valentine's Day 2013.
With Berkshire Hathaway's (NYSE: BRK-B) mega-buyout of Heinz in January, billionaire Warren Buffett showed that he still has the tenacity and eagerness of a much younger man. The Heinz acquisition cost Berkshire $13 billion in cash, with 3G Capital kicking in the more »
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Non-Wall Street Guru Betting on These Stocks
By Meena Krishnamsetty - April 18, 2013 | Tickers: BRK-B, GS, DFZ, SBUX, WFC
Steve Leonard of Pacifica Capital Investments doesn’t come from Wall Street, LaSalle Street or even Canary Wharf, but from the commercial real estate market of California. After spending 20 years selling commercial real estate, Leonard started the Pacifica fund in 1998 and has since then, consistently outperformed the S&P 500 by a weighted annualized return of 11.2% versus 3.6% for the S&P by investing in more »
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Buy Warrants In One Of Buffett's Favorite Companies
By Mike Thiessen - April 18, 2013 | Tickers: BAC, BRK-B, WFC
Although a half-decade has passed since the nadir of the world-spanning financial crisis that reshaped the global banking industry, many regular investors continue to view bank stocks as taboo. Even as the gutsy fund managers who piled back into bank stocks in 2009 and 2010 enjoy outsize returns on their investments, retail stock-watchers have yet to embrace the space.
Of course, risk-seeking fund managers are not the only professional investors more »
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How Will This Brand Progress With The Buffett Backing?
By Mike Thiessen - April 18, 2013 | Tickers: BRK-B, HNZ
As the world knows, H.J. Heinz (NYSE: HNZ) announced it agreed to be acquired by Berkshire Hathaway (NYSE: BRK-B) and 3G Capital, a private equity firm, on Feb. 14, 2013 for $72.50 per share, or about $28 billion. The offer is a 20% premium to the closing price the prior day, which is on the low end versus historic premium levels. Initially the stock traded up to $72 more »
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The Bond Bubble Will Explode
By Margie Nemcick-Cruz - April 18, 2013 | Tickers: BRK-B, BRK-A, TBF, TBT
Conservative investors often seek safety by putting their money into U.S. Treasuries. But that move might be the equivalent of financial suicide. Here's why.
The Simple Argument
To quote Berkshire Hathaway’s (NYSE: BRK-B) (NYSE: BRK-A) Warren Buffett, “Investing is forgoing consumption now in order to have the ability to consume more at a later date.”
Now, a 1.75% 10 year bond might seem risk-free. Its yield more »
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Now Boarding: Companies With Impenetrable Barriers to Entry
By Wes Patoka - April 17, 2013 | Tickers: BRK-B, NSC, UNP
Union Pacific (NYSE: UNP) and Norfolk Southern (NYSE: NSC) are two companies facing very little competition from upstarts. Transportation with efficient rail cars will see their great competitive advantages continue against trucking companies as the price of gasoline and diesel remain high.
The railroad business is immense on this continent and hauls diverse cargo loads. With more than 173,000 miles of track in North America, and 150,000 miles more »
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The Bond Bubble Will Explode
By Margie Nemcick-Cruz - April 16, 2013 | Tickers: BRK-B, BRK-A
I hear conservative investors all the time, “I want my money safe, I’m putting it into US treasuries.” To me, this is the equivalent of committing financial suicide. Now let me explain why.
The Simple Argument
I’m going to make a simple case and then back it up. Quoting Berkshire Hathaway’s (NYSE: BRK-B) (NYSE: BRK-A) Warren Buffett “investing is forgoing consumption now in order to have the more »
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How Will This Brand Progress With The Buffett Backing?
By Mike Thiessen - April 16, 2013 | Tickers: BRK-B, HNZ
As the world knows, H.J. Heinz (NYSE: HNZ) announced it agreed to be acquired by Berkshire Hathaway (NYSE: BRK-B) and 3G Capital, a private equity firm, on February 14, 2013 for $72.50 per share, or about $28 billion. The offer is a 20% premium to the closing price the prior day which is on the low end versus historic premium levels. Initially the stock traded up to $72 more »
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Mega-Fund’s $1.2B Equity Portfolio Bullish On These Stocks
By Meena Krishnamsetty - April 16, 2013 | Tickers: BRK-B, SCHW, ORCL, TEL, WFC
SQ Advisors has roughly $1.2 billion in its equity portfolio, which is heavily weighted with stocks from the financial and services sectors. Overseen by manager Lou Simpson, the fund has seen growth of a little more than one percent so far this quarter.
Numero uno
Topping the list of stocks in the hedge fund is Berkshire Hathaway (NYSE: BRK-B). For the week of April 8th, the stock closed at more »
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Non-Wall Street Guru Betting On These Stocks
By Meena Krishnamsetty - April 16, 2013 | Tickers: BRK-B, GS, DFZ, SBUX, WFC
Steve Leonard of Pacifica Capital Investments doesn’t come from Wall Street, LaSalle Street or even Canary Wharf, but from the commercial real estate market of California. After spending 20 years selling commercial real estate, Leonard started the Pacifica fund in 1998 and has since then, consistently outperformed the S&P 500 by a weighted annualized return of 11.2% versus 3.6% for the S&P by investing in more »
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Three Creative Ways To Benefit From Housing Boom
By Shmulik Karpf - April 16, 2013 | Tickers: BRK-B, BRK-A, BX, WFC
You can feel it in the air. You're not sure that it's true, and you're almost afraid to say it out loud because people might think that you've lost your mind. But it's true - home prices have officially touched bottom. We're on the right track. This feeling is supported by numbers. According to the most recent Case Shiller home index, the Home Price Indices more »
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Three Creative Ways To Benefit From Housing Boom
By Shmulik Karpf - April 16, 2013 | Tickers: BRK-B, BRK-A, BX, WFC
You can feel it in the air. You're not sure that it's true, and you're almost afraid to say it out loud because people might think that you've lost your mind. But it's true - home prices have officially touched bottom. We're on the right track. This feeling is supported by numbers. According to the most recent Case Shiller home index, the Home Price Indices more »
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Would You Climb Mount Everest Without a Guide? (Part II)
By Justin Carley - April 15, 2013 | Tickers: BRK-B, XLF, GS
U.S. equity markets are at all-time highs and each trading day offers opportunities for the media to hype what could be numerous new highs before a notable market correction unfolds. How is your portfolio doing? Is it at all-time highs? Has it beaten the S&P 500? In this second of a three part series, I further dive into a simplistic and effective way for any investor to beat more »