This summary was created by AI, based on 5 opinions in the last 12 months.
Berkshire Hathaway Inc. (BRK.A-N) is being closely watched as Warren Buffett continues to execute his investment strategy, focusing on companies with consistent revenue growth and strong balance sheets, particularly in sectors like staples, financials, and insurance. There is considerable interest in the company's succession planning and the next generation's approach to capital allocation. Despite concerns about the aging Buffett, experts anticipate the company's market cap to reach $1 trillion in the near future, pointing to key assets like Geico, Mosaic, Apple, and a diverse portfolio of industrials. Currency diversification and the impact of interest rates on the stock's performance are also under scrutiny, with differing opinions on whether to purchase US stocks on a Canadian exchange. Berkshire Hathaway is also seen as strategically trimming shares in response to market cycles, such as the recent reduction in BOA shares due to rising credit card delinquencies.
We're seeing less of Buffett as he gets older. The focus is now on succession planning--where will the next generation allocate capital?
Berkshire trimmed some BOA shares. We're late cycle: credit card delinquencies have jumped from 5% to 11% in a year. Nothing is wrong with BOA. It's fine to trim shares in companies and build Berkshire's war chest.
He easily expects its market cap to top $1 trillion in a few months, despite worries of Buffett's age.. It has lots of moving parts in its favour, like Geico, Mosaic and Apple, plus lots of industrials. It needs interest rates to go lower; Wall Street feels that will benefit BRK more than the tech stocks.
No. If you purchase on a Canadian exchange, you're really just neutralizing the currency fluctuation of holding a US security.
His position is that holding US securities in USD is a benefit, as he wants exposure to the US dollar. He doesn't want to limit himself to an economy that represents 3% of the world's wealth. He encourages diversification at every level, including currency.
Main difference is the price. The As are a really high price, and the Bs are in the $300s. They're largely economically equivalent. The B shares were created in 1996 so that small investors could buy the stock without being taken advantage of by firms charging management fees for ETFs holding BRK.A. If you had a massive amount of money, like institutional investors, you'd be indifferent. Most people prefer the B shares.
A great defensive holding. Very durable over the long term. Has had a pretty strong runup, so the valuation is more robust that it's been. People have fled to safety because of the banking crisis in the US. Insurance, especially, is counter-cyclical. You want to wait.
Warren Buffett just released his annual shareholder letter--essential reading on Wall Street. The S&P was down 18% last year, but Berkshire was up 4%. Annual compound gains since 1965: 9.9% S&P vs. 19.8% Berkshire. He has always recommend Berkshire stock, because they make long-term bets on the underlying business. The business, not the stock is what Buffett invests in. Berkshire is the top shareholder of 8 S&P stocks, like Chevron, Amex and Coke. Lessons: diversification, long-term thinking and compounding.
Kingpin of quality and investing. Interestingly, he also owns its top 3 holdings: AAPL, BAC, and CVX. Good quality companies with ability to sustain earnings over the long term. 30x earnings, not a great buy. Cherry-pick companies instead.
Berkshire Hathaway Inc. (A) is a American stock, trading under the symbol BRK.A-N on the New York Stock Exchange (BRK.A). It is usually referred to as NYSE:BRK.A or BRK.A-N
In the last year, 2 stock analysts published opinions about BRK.A-N. 2 analysts recommended to BUY the stock. 0 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Berkshire Hathaway Inc. (A).
Berkshire Hathaway Inc. (A) was recommended as a Top Pick by on . Read the latest stock experts ratings for Berkshire Hathaway Inc. (A).
Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.
2 stock analysts on Stockchase covered Berkshire Hathaway Inc. (A) In the last year. It is a trending stock that is worth watching.
On 2024-12-06, Berkshire Hathaway Inc. (A) (BRK.A-N) stock closed at a price of $705236.5.
They keep investing n companies with consistent revenue growth and strong balance sheets. This is Buffett's strategy. He invests in the right sectors like staples, financials and insurance. He's confident that the company will continue to succeed after Buffett.