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This Quarter's Sentiment:
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BRK.B: Bull or Bear?
Berkshire Shares Not a Value Yet
BRK.B
+0.91%
in
4 days
7/29 - "Okay, so, if housing is going to drag for another 18 months, then Berkshire's results will also. So, one would then expect lower comp. earnings and hence a lower share price.
Financials institutions like American Express (AXP), Wells Fargo (WFC), Bank of America (BAC), USB (USB), M&T Bank (MTB) make up about 30%-40% of Berkshire equity portfolio (it varies based on valuations). The argument can be made that these are the class of the financials and that may be true, but all have seen share prices cut almost in half in the last year and a half no mater their quality. The other parts...
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Berkshire Hathaway a Safe Haven in Today's Market
BRK.B
+0.68%
in
4 days
8/20 - "One of my favorite sayings, paraphrased, is Those who make no mistakes, usually make nothing at all. It is important to be actively doing things if you expect to accomplish anything. Assume you will make mistakes and take them in your stride. If you bought Berkshire Hathaway stock at the beginning of the year, you may feel you made a mistake since it is down about 18%. That is worse than the DJIA , S&P 500 or NASDAQ indices, which are only down about 14% collectively.
Although I cannot turn back the clock, I can say that in these troubled economic times you at least could be relati...
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Chasing Value: 8 stocks for 2008 -- May beats all
BRK.B
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+0.18%
in
4 hours
(closed on 06/02/08)
Filed under: Berkshire Hathaway (BRK.A), Reliance Steel and Aluminum (RS), Valero Energy (VLO), Huaneng Power Intl ADS (HNP), Chasing Value, Anglo Amer ADR (AAUK), Stocks to Buy, Newcastle Investment (NCT), Raytheon Company (RTN), Best Stocks for 2008, Bunge Ltd. (BG), Loews Corporation (LTR) After five months of tracking my 2008 picks, it is rewarding to finally have a breakthrough -- topping the three major stock indices and Berkshire Hathaway (NYSE: BRK.B) too. It has been painful to have to report each month that I was being bested. However, since I have not seen anything contradicting m ...
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Is Berkshire Hathaway Now a Bargain?
BRK.B
-6.04%
in
103 days
After trashing Berkshire Hathaway (BRK.A) (BRK.B) just six months ago (in December), Barron's is now making a case for its purchase with an article this weekend entitled "Cheap Stock?" To the magazine's credit, the stock has sold off since December. This comes after an article a few weeks ago entitled "The Next Buffett," which discussed how David Sokol, the chairman of MidAmerican Energy (a Berkshire unit), is now the most likely successor to Buffett to be CEO of Berkshire - and more importantly, how he is probably ready for the job. Not wanting to flip-flop too much, or at least to provid ...
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The holding company owns 70 companies outright, so it easily weathered the economic storm.
BRK.B
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-10.00%
in
53 days
(closed on 06/27/08)
Berkshire Hathaway Inc. Market capitalization: $196.1 billion Write-offs since 2005: 0% Debt to capital ratio: 22% <!-- /DATA FIELDS --> It's no surprise that Berkshire Hathaway topped our list. That's because CEO Warren Buffett, "The Oracle of Omaha," guided his holding company through more than just one recession. In fact, the company has returned 21.1% a year since Buffett took over in 1965. The S&P 5...
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Chasing Value: 8 stocks for 2008 -- April Bunge's back
BRK.B
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-1.70%
in
32 days
(closed on 06/02/08)
Filed under: Major movement, International markets, Google (GOOG), Apple Inc (AAPL), Berkshire Hathaway (BRK.A), China, Market matters, Reliance Steel and Aluminum (RS), Valero Energy (VLO), Huaneng Power Intl ADS (HNP), Economic data, Bargain stocks, Chasing Value, Commodities, Oil, Anglo Amer ADR (AAUK), S and P 500, DJIA, Stocks to Buy, Newcastle Investment (NCT), Raytheon Company (RTN), Best Stocks for 2008, Bunge Ltd. (BG), Loews Corporation (LTR), NASDAQ This month saw great improvement after last month's disaster. Having to conclude my findings on a specific month end day, or any day, ...
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Let's cut to the chase with Iskar
BRK.B
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-16.31%
in
202 days
The company: BRK's domestic story remains strong with the continued growth of Geico and the benefits post-Katrina increases in insurance rates likely to show up in the bottom line. The formation of Berkshire Hathaway Assurance (muni bond insurance) provides yet another source of domestic growth. The acquisition of Iskar (metal working tools) should allow Berkshire to capitalize on global trends - note the new plant in China. A personal note: Although the BRK growth story remains strong, Berkshire is not undervalued relative to it's peers (well managed large caps such as GE, not i...
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Mayor’s Picks - July 2007
BRK.B
+6.72%
in
400 days
A big dive in the market yesterday. It looks like investors were spooked by a few earnings bumps and of course the housing market scares everyone. The reality is that housing is bad. There will be a lot of people who lose a lot of money on houses but it will be slow. There aren’t going to be millions of foreclosures in the next month, it’s going to take years for this whole thing to settle out. In the mean time the economy is good, employment is good, inflation is low so as a while the market has no big worries. Take the dips because of sub-prime or housing worries as buying opportunities. ...
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Hidden dividend
BRK.B
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+6.68%
in
472 days
Not sure how many people are aware -- but Geico policy holders get a sweet preferred rate on the already quite low rates at geico. I bought a single B class quite some time ago and get $65 off my 6-month premium -- the equivent of a $120 dividend. That, and the stock has also risen 21%. Gotta love Buffet. Only concerns at the moment is all the business around picking a successor. Better be a superstar.
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brk powered by Geico
BRK.B
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+27.68%
in
284 days
(closed on 02/09/08)
Berkshire is both a growth and value story. In the short term Geico's is rapid growth and low cost structure should move the stock. On a fundamental basis, I expect at least a five percent move over the next three months, as in 2006 intrinsic value has increased by at least that much (so I expect BRK.B >= $3800). Over the rest of the year, it is likely that Berkshire will approach its intrinsic value, which I believe to be around $4200. In the long term, owners of high quality businesses have been asking to join the Berkshire family to provide continuity for their businesses and ...
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One of the most well-managed corporations in the world
BRK.B
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+7.32%
in
569 days
Berkshire Hathaway is always looking to add value to the corporation and are constantly expanding. They have some of the greatest business minds in the world and are ready for the transition when Buffet leaves.
Additionally, BRK is poised to see a large increase in volume as the shares being donated to the Gates Foundation hit the open market. With such a solid foundation, expect the stock value to increase readily.
I bought BRK.B as a hedge; for stability. Turns out that it's been one of my highest performing stocks. How can you lose when this happens?
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