Berkshire Hathaway Inc. (A)

BRK.A-N

NYSE:BRK.A

333,640.00
3,841.00 (1.16%)
Berkshire Hathaway Inc. is an American multinational conglomerate holding company headquartered in Omaha, Nebraska, United States.
More at Wikipedia

Analysis and Opinions about BRK.A-N

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
December 2, 2019
Does not pay dividends. It is not a great holding, compared to the S&P or the DOW or a basket of high dividend payers. It will go down as much in a recession as other equities.
Does not pay dividends. It is not a great holding, compared to the S&P or the DOW or a basket of high dividend payers. It will go down as much in a recession as other equities.
Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$331500.000
Owned
Unknown
HOLD
HOLD
September 27, 2019
Warren Buffet is still the best investor of all time. However, it has become too big to have investments move the needle. A good blue-chip holding, but don't expect it to out perform the market.
Warren Buffet is still the best investor of all time. However, it has become too big to have investments move the needle. A good blue-chip holding, but don't expect it to out perform the market.
Shane Obata
Portfolio Manager, Middlefield Capital
Price
$311450.000
Owned
Unknown
COMMENT
COMMENT
September 12, 2019
As an insurance company, take the premiums and reinvest in a diversified portfolio. Buying this, you have to have a lot of confidence in management. They've been prudent in the past.
As an insurance company, take the premiums and reinvest in a diversified portfolio. Buying this, you have to have a lot of confidence in management. They've been prudent in the past.
Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$317182.000
Owned
No
HOLD
HOLD
August 13, 2019
Long term this will be a great holding. A holding company of many different companies, providing good diversification.
Long term this will be a great holding. A holding company of many different companies, providing good diversification.
Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$299510.000
Owned
Unknown
BUY
BUY
May 23, 2019
It could be a replacement for some US exposure. It now gives you a little more tech. You can buy it and hold it. They are good stewards of capital. You need to diversify it with other sectors.
It could be a replacement for some US exposure. It now gives you a little more tech. You can buy it and hold it. They are good stewards of capital. You need to diversify it with other sectors.
Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$304115.000
Owned
Unknown
BUY
BUY
March 26, 2019
You own a terrific operating business, a re-insurance business, but BRK invests--not in bonds--but first-class companies to make a lot more money. They own, for example American Express and Delta Airlines. They haven't lost their touch and good successors are waiting.
You own a terrific operating business, a re-insurance business, but BRK invests--not in bonds--but first-class companies to make a lot more money. They own, for example American Express and Delta Airlines. They haven't lost their touch and good successors are waiting.
David Baskin
President, Baskin Wealth Management
Price
$300961.000
Owned
Yes
DON'T BUY
DON'T BUY
February 22, 2019
He thinks the issues are that Warren is getting older and there is concern about his replacement. He sees the large cash holding right now is signalling another acquisition soon. He thinks there are a lot of other companies that offer dividends. He would pass on this today.
He thinks the issues are that Warren is getting older and there is concern about his replacement. He sees the large cash holding right now is signalling another acquisition soon. He thinks there are a lot of other companies that offer dividends. He would pass on this today.
Darren Sissons
Vice President and Partner, Campbell Lee & Ross
Price
$302000.000
Owned
No
BUY
BUY
February 12, 2019
Well-diversified and Warren Buffet is a very good investor. Includes Wells Fargo and Coke, which are strong, defensive names. There's a sucession issue, but the team is good. Succession will be a short-term issue only; Buffet is probably prepared. You can own this for a long time.
Well-diversified and Warren Buffet is a very good investor. Includes Wells Fargo and Coke, which are strong, defensive names. There's a sucession issue, but the team is good. Succession will be a short-term issue only; Buffet is probably prepared. You can own this for a long time.
Zachary Curry
Chief Operating Officer & Portfolio Manager, Davis-Rea Ltd.
Price
$309282.470
Owned
Unknown
COMMENT
COMMENT
April 18, 2018

He does not watch this presently for a sell target. He liked owning it so he can attend the Nebraska annual meeting. One of the risks is when Warren and Charlie pass on – what is their plan for succession? He sold it at a nice profit.

He does not watch this presently for a sell target. He liked owning it so he can attend the Nebraska annual meeting. One of the risks is when Warren and Charlie pass on – what is their plan for succession? He sold it at a nice profit.

Benj Gallander
President, Contra the Heard Investment Letter
Price
$299205.000
Owned
No
COMMENT
COMMENT
March 12, 2018

Who can afford the A shares? So, buy the B shares instead which are around $200. Maybe Warren Buffet has never split the A shares because he thinks if you want to buy his company, then you just buy it. This forces investors to be long-term holders and not trading his shares. As for succession, he's elevated two people to vice-chair, one running insurance, the other energy. He's been astute, such as buying heavily into names he's loved during 2008. He'll be less involved in owning public shares.

Who can afford the A shares? So, buy the B shares instead which are around $200. Maybe Warren Buffet has never split the A shares because he thinks if you want to buy his company, then you just buy it. This forces investors to be long-term holders and not trading his shares. As for succession, he's elevated two people to vice-chair, one running insurance, the other energy. He's been astute, such as buying heavily into names he's loved during 2008. He'll be less involved in owning public shares.

Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$317746.000
Owned
Unknown
BUY
BUY
February 8, 2017

A very large conglomerate with multi-industry exposure, but it is well-run. A great long-term hold. You can’t really go wrong with it.

A very large conglomerate with multi-industry exposure, but it is well-run. A great long-term hold. You can’t really go wrong with it.

Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$214748.365
Owned
Unknown
COMMENT
COMMENT
May 19, 2016

This has actually underperformed the S&P 500 over the last 3 years. Year-to-date however, the shares have outperformed and are about 6% better than the S&P. In the last few years, in a growth environment, this has underperformed. On a go forward basis, it might make a lot of sense. It really depends on whether we are truly going back into a Value-based environment versus a growth environment.

This has actually underperformed the S&P 500 over the last 3 years. Year-to-date however, the shares have outperformed and are about 6% better than the S&P. In the last few years, in a growth environment, this has underperformed. On a go forward basis, it might make a lot of sense. It really depends on whether we are truly going back into a Value-based environment versus a growth environment.

Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$211179.990
Owned
Unknown
HOLD
HOLD
January 5, 2015

Buffet has done a tremendous job. This is one of the largest market caps in the world today. It is fairly fully valued, but correlated to an improving US economy.

Buffet has done a tremendous job. This is one of the largest market caps in the world today. It is fairly fully valued, but correlated to an improving US economy.

Peter Mann
Portfolio Manager, Gluskin Scheff & Assoc.
Price
$220980.000
Owned
Yes
COMMENT
COMMENT
August 5, 2014

This is essentially a conglomerate and mirrors the S&P 500 in terms of all the different types of companies. Very hard to see a lot more upside in the stock.

This is essentially a conglomerate and mirrors the S&P 500 in terms of all the different types of companies. Very hard to see a lot more upside in the stock.

Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$192499.000
Owned
No
BUY
BUY
November 5, 2013

(Market Call Minute) 1.3 times book value and only concern is succession issues.

(Market Call Minute) 1.3 times book value and only concern is succession issues.

Colin Stewart
CEO & Portfolio manager, JC Clark Investments Ltd.
Price
$171754.000
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
October 1, 2012

(Top Pick Sep 29/11, Up 22.95%)

(Top Pick Sep 29/11, Up 22.95%)

Gavin Graham
Trustee, Pointbreak ETFs
Price
$133.000
Owned
Yes
DON'T BUY
DON'T BUY
October 18, 2010
(Market Call Minute) Buffet is not getting any younger and this is an insurance company and bonds yields are still low.
(Market Call Minute) Buffet is not getting any younger and this is an insurance company and bonds yields are still low.
David Baskin
President, Baskin Wealth Management
Price
$125.000
Owned
No
DON'T BUY
DON'T BUY
December 12, 2008
Down 30% this year because the insurance side is getting very competitive. Not a big fan because he doesn't try to duplicate what others are doing. Also concerned that the succession plan for this company will not be as strong.
Down 30% this year because the insurance side is getting very competitive. Not a big fan because he doesn't try to duplicate what others are doing. Also concerned that the succession plan for this company will not be as strong.
David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$98.000
Owned
No
DON'T BUY
DON'T BUY
November 4, 2008
The concern that everybody has is that Warren Buffett is not a spring chicken anymore and when he is gone, what affect will this have on the stock.
The concern that everybody has is that Warren Buffett is not a spring chicken anymore and when he is gone, what affect will this have on the stock.
Kevin O'Leary
Chairman, O'Leary Funds
Price
$118.000
Owned
No
DON'T BUY
DON'T BUY
February 27, 2008
Wouldn't buy this one here. Not mispriced. Sold his holdings when he became bullish on the Cdn$. Very difficult to calculate a model price because the valuation is not on earnings but on NAV.
Wouldn't buy this one here. Not mispriced. Sold his holdings when he became bullish on the Cdn$. Very difficult to calculate a model price because the valuation is not on earnings but on NAV.
Brian Acker, CA
Chief Executive Officer, President and Chief Inves, Acker Finley Inc.
Price
$140.000
Owned
No
BUY
BUY
April 28, 2005
Has done very well, but we've been in a very good insurance market. Well positioned. There is the question of what happens if Warren Buffet should go.
Has done very well, but we've been in a very good insurance market. Well positioned. There is the question of what happens if Warren Buffet should go.
Michael Sprung
President, Sprung Investment Management
Price
$83.000
Owned
Unknown
TOP PICK
Marty Zwieg
Fund Manager, Zweig DiMenna Associates, Inc.
Price
$90.000
Owned
Yes
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