Related posts

BCE and Buffett highlight weak markets23 Stock Top Picks and 2 ETF (Jan 18-24)
Investor Insights

This summary was created by AI, based on 22 opinions in the last 12 months.

Berkshire Hathaway Inc. (BRK.B) is seen as a strong investment largely due to Warren Buffett's management and his long-term strategy of investing in quality companies. Experts highlight that about one-third of its portfolio is held in cash, hinting at a strategy to wait for potential buying opportunities in the market. While the stock is currently considered expensive, trading at around 1.6 times its book value, the company's solid management, positive recent earnings, and substantial cash reserves suggest it remains a good choice for investors. Analysts note its performance relative to the S&P 500, indicating it may not be perfectly correlated, providing a safer play when the market is volatile. The upcoming succession plan and growth in cash reserves further bolster confidence among investors, even though some concerns regarding overvaluation persist.

Consensus
Hold
Valuation
Overvalued
PAST TOP PICK
(A Top Pick Nov 25/24, Up 3%)

(Note the short timeframe.)  A value and defensive play. Still holds, as he'd rather have value than growth. Mags 7's have imploded, while this stock's gone up. 

WAIT

Going back to 2008, chart shows a beautiful long-term channel, trading between book value and 1.5-1.6x book. Today it's at 1.6x book, so it's very expensive.

Be aware that the market's are also very expensive, and this one goes up and down with the market. What stands out is that about 1/3 of Buffett's portfolio is in cash. If an investor were buying cash, he'd want to buy it at book, not 1.6x book. So, discounting the cash, you find that the stock is 18% overvalued. 

The 1/3 cash position gives investors a hint as to what they should be doing with their own portfolios. Cash is a call on cheap stocks in the future. Wait for an opportunity.

PAST TOP PICK
(A Top Pick Oct 03/24, Up 41%)

Buffett holds $300 billion, but he's holding some serious stock positions. It's great to ride along with one of the greatest investors of all times, and the extra cash provides a hedge. If there's a dip, Buffett is in a great position to buy. He expects a dip, but not a crash. Recent earnings season was overall positive.

premium

This is a Panic-proof Portfolio opinion which is available only for Premium members

Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Dec 19/24, Up 4.7%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with BRK/B is progressing well.  To remain disciplined, we recommend trailing up the stop (from $400) to $440 at this time.  

TOP PICK

Not 100% correlated to the S&P, so tends to have a slightly different profile. And yet, it's a way to play the US markets on a fairly broad basis. Won't necessarily have all the downside if the market falls. In an uptrend, though it's pulled back just like everything else. Worth picking up anytime it pulls back to the trendline. No dividend.

It's one of those things you really can hold on to for a while, and he holds onto hardly anything.

(Analysts’ price target is $491.33)
premium

This is a Panic-proof Portfolio opinion which is available only for Premium members

Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly

The conglomerate managed by Warren Buffet is a good flight to safety.  We like that cash reserves are growing, while debt is reduced and shares bought back, and it supports an 18% ROE -- solid management.  We recommend setting a stop-loss at $400, looking to achieve $535 -- 18% upside.  Yield 0%  

(Analysts’ price target is $497.67)
COMMENT
Are BRK and BN proxies for private markets?

Not really. Though very diversified, BRK isn't that different from owning the S&P.

COMMENT
Sell BRK to buy SPY

He doesn't comment on stocks usually. The last time Warren Buffett held this much cash was 2005 and he slowly invested that into the 2008 crisis; his timing wasn't perfect.

TOP PICK

Decent-sized position, he's been legging in. Likes it because it's not completely correlated to the S&P 500, but close enough. Doesn't argue with the chart or the trend of the market, but acknowledges that it could be overvalued. This pick has about a 25% cash hold, which is pretty heavy. Also has a value slant when it buys new positions. Safer way to play the market but still participate.

Lagging the S&P lately, but that's because it's 25% in cash. No dividend.

(Analysts’ price target is $487.60)
PAST TOP PICK
(A Top Pick Aug 21/23, Up 30%)

Has done quite well compared to S&P 500. Thinks Buffett is being cautious this year, selling down material positions in AAPL and BAC, buying more OXY. Should see improved operations at Geico and Burlington Northern. CEO-to-be Greg Abel taking control of underperforming operations, and Barry is excited about that.

HOLD

Don't sell or take profits. Buffett has together an amazing enterprise (light on cash, though heavily levered to natural gas). Let it run.

HOLD
BRK.B vs. FFH

Big ship, needs big decisions to steer it. He owns a bit. Dragging a lot of cash; he thinks it's set aside for a potential leadership transition, not because it's expecting some horrible haircut to the market.

FFH is the biggest holding at his firm; you're buying its investment capacity, and we're in a very good cycle. Dynamite investment team. Beyond the claims, investors get returns on the investments. More nimble than BRK, and younger leadership. 

Both great companies, but FFH gets the nod.

Unspecified

They invest the float for insurance companies in a diversified conglomerate of companies including Apple, railways, etc. Buffet likes to buy in times of extreme volatility.

PAST TOP PICK
(A Top Pick Aug 21/23, Up 27%)

Pickup in the last few weeks in financials, on expectations of interest rate cuts, and on the economy hopefully not falling into recession as a result. Largest holding is AAPL, which has reached record highs. Chart was sideways, now broken out. Holding for a very, very long time. Loves the company.

PAST TOP PICK
(A Top Pick Apr 04/23, Up 30%)

Sideways pattern should resolve itself higher. If you don't understand tech analysis, and you think Warren Buffet's a smart guy, you should probably just buy some of this today, a half position. Then add later. You're not going to go wrong over time. Great succession plan in place.

Showing 1 to 15 of 219 entries

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

Ranking : 5 out of 5

Bullish - Buy Signals / Votes : 2

Neutral - Hold Signals / Votes : 13

Bearish - Sell Signals / Votes : 2

Total Signals / Votes : 17

Stockchase rating for Berkshire Hathaway Inc. (B) 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. (B)(BRK.B-N) Frequently Asked Questions

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

Berkshire Hathaway Inc. (B) is a American stock, trading under the symbol BRK.B-N on the New York Stock Exchange (BRK.B). It is usually referred to as NYSE:BRK.B or BRK.B-N

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

In the last year, 17 stock analysts published opinions about BRK.B-N. 2 analysts recommended to BUY the stock. 2 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Berkshire Hathaway Inc. (B).

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

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

Why is Berkshire Hathaway Inc. (B) 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. (B) worth watching?

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

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

On 2025-03-14, Berkshire Hathaway Inc. (B) (BRK.B-N) stock closed at a price of $513.2.