Investor Insights

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.

Consensus
Positive
Valuation
Fair Value
Similar
JPMorgan Chase & Co., JPM-N
BUY

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.

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COMMENT

We're seeing less of Buffett as he gets older. The focus is now on succession planning--where will the next generation allocate capital?

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COMMENT

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.

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BUY

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. 

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COMMENT
Buy US stocks on a Canadian exchange?

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.

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WAIT
BRK.A vs. BRK.B

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.

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STRONG BUY

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.

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DON'T BUY

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.

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PAST TOP PICK
(A Top Pick Mar 14/22, Down 5%) Will continue to hold. Excellent company with legendary management. Investors miss importance of insurance business that is hugely profitable. Catalyst for renewal rates in insurance will provide uplift for stock.
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BUY
Warren Buffet is in a class by himself. A total buy.
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BUY
It's a diversified stock, holding many companies, like Apple and airlines. She prefers owning the individual holdings, but if you're long term it's hard to time when to buy this. They are good managers, have capital and buy good companies at the right time. If you hold this for 5-10 years you will be fine.
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DON'T BUY
Lots of respect for what they've done, but you can own the underlying pieces for cheaper, as he does. 27-28x earnings, a premium multiple. He wouldn't give you a strong argument against buying it, if you find it easier. No dividend.
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COMMENT
80 days ago, Berkshire made an all-time high, but yesterday they made a 52-week low. Only twice has this high-to-low happened: 1987 and 2020 Covid flash crash. We haven't seen the worst for megatech like Apple and Microsoft.
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DON'T BUY
They will go through a leadership transition eventually, because of the age of Warren Buffett. They hold a diversified portfolio, but she'd rather pick and choose individual stocks.
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TOP PICK
Believes company is the ultimate value stock. Value stocks starting to do well again vs. growth stocks. All of the companies it owns are good bets against inflation. Thinks the company will continue to do well. Balance sheet has a ton of cash.
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Showing 1 to 15 of 42 entries

Berkshire Hathaway Inc. (A)(BRK.A-N) Rating

Ranking : 4 out of 5

Bullish - Buy Signals / Votes : 2

Neutral - Hold Signals / Votes : 0

Bearish - Sell Signals / Votes : 0

Total Signals / Votes : 2

Stockchase rating for Berkshire Hathaway Inc. (A) is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Berkshire Hathaway Inc. (A)(BRK.A-N) Frequently Asked Questions

What is Berkshire Hathaway Inc. (A) stock symbol?

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

Is Berkshire Hathaway Inc. (A) a buy or a sell?

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).

Is Berkshire Hathaway Inc. (A) a good investment or a top pick?

Berkshire Hathaway Inc. (A) was recommended as a Top Pick by on . Read the latest stock experts ratings for Berkshire Hathaway Inc. (A).

Why is Berkshire Hathaway Inc. (A) stock dropping?

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.

Is Berkshire Hathaway Inc. (A) worth watching?

2 stock analysts on Stockchase covered Berkshire Hathaway Inc. (A) In the last year. It is a trending stock that is worth watching.

What is Berkshire Hathaway Inc. (A) stock price?

On 2024-12-06, Berkshire Hathaway Inc. (A) (BRK.A-N) stock closed at a price of $705236.5.