Berkshire Hathaway Inc. (B)

BRK.B-N

NYSE:BRK.B

226.86
2.52 (1.10%)
Berkshire Hathaway Inc. is an American multinational conglomerate holding company headquartered in Omaha, Nebraska, United States.
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Analysis and Opinions about BRK.B-N

Signal
Opinion
Expert
BUY
BUY
January 16, 2020
It under-performed last year. It has a wonderful portfolio of assets. It should perform well in a strengthening economy. He would be a buyer here. They are able to make great purchases when the opportunities arise.
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It under-performed last year. It has a wonderful portfolio of assets. It should perform well in a strengthening economy. He would be a buyer here. They are able to make great purchases when the opportunities arise.
TOP PICK
TOP PICK
December 31, 2019
Offers great exposure to US banks, railroads, airlines as well as Apple. A nice collection of cyclicals. They sit on $130 billion in cash, great dry powder. Share have recently broken out. A great long term buy. (Analysts’ price target is $248.75)
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Offers great exposure to US banks, railroads, airlines as well as Apple. A nice collection of cyclicals. They sit on $130 billion in cash, great dry powder. Share have recently broken out. A great long term buy. (Analysts’ price target is $248.75)
TOP PICK
TOP PICK
December 18, 2019
The ultimate value stock. Money is going back into value stock and it is showing with a technical breakout. He started buying for clients last week. Their may be a temporary setback if Warren or Charlie are not longer there as he believes there are already many qualified people making the investment decisions these days. Yield 0% (Analysts’ price target is $248.75)
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The ultimate value stock. Money is going back into value stock and it is showing with a technical breakout. He started buying for clients last week. Their may be a temporary setback if Warren or Charlie are not longer there as he believes there are already many qualified people making the investment decisions these days. Yield 0% (Analysts’ price target is $248.75)
PAST TOP PICK
PAST TOP PICK
December 3, 2019
(A Top Pick Jan 22/19, Up 9%) A steady eddy, though not keeping up with the market. It's trading at the lowest price to book value in a long while. Buffett's successor is solid. They hold good companies. Not worried.
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(A Top Pick Jan 22/19, Up 9%) A steady eddy, though not keeping up with the market. It's trading at the lowest price to book value in a long while. Buffett's successor is solid. They hold good companies. Not worried.
HOLD
HOLD
November 26, 2019
Value play, which has had a difficult time. Criticism that they've lost their way. Changing its stripes underneath the surface, but still a great business model. Rolling 10-year numbers have been declining, which is a bit of a concern. But he'd still own it. Pays no dividend, so it's almost like a tax shelter.
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Value play, which has had a difficult time. Criticism that they've lost their way. Changing its stripes underneath the surface, but still a great business model. Rolling 10-year numbers have been declining, which is a bit of a concern. But he'd still own it. Pays no dividend, so it's almost like a tax shelter.
BUY
BUY
November 19, 2019
It's the perfect chart with the right people running it. He could buy this stock anytime. This applies to both the A and B stocks.
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It's the perfect chart with the right people running it. He could buy this stock anytime. This applies to both the A and B stocks.
BUY
BUY
November 7, 2019
A lot of cash on the balance sheet, so by default you're going to underperform. To bet against Warren Buffet is a bad bet. There's a lot worse to own than this. Positive view. Good value in the long run. He prefers to own the individual parts.
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A lot of cash on the balance sheet, so by default you're going to underperform. To bet against Warren Buffet is a bad bet. There's a lot worse to own than this. Positive view. Good value in the long run. He prefers to own the individual parts.
COMMENT
COMMENT
November 5, 2019
Undervalued or properly valued? The problem is that investors focus on Buffet's stock investments, but they make up only a small part of the overall company. Buffet realized that he must look outside equities and buy companies, which he did and did it well. The stock is fairly valued. People focus too much that his stocks have undervalued in recent years. It's more important how Buffet runs his core businesses--that's the value of the company. In terms of sucession planning, no one is more brilliant than Buffet in running Berkshire. After he passes away, there may be fewer acquisitions.
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Undervalued or properly valued? The problem is that investors focus on Buffet's stock investments, but they make up only a small part of the overall company. Buffet realized that he must look outside equities and buy companies, which he did and did it well. The stock is fairly valued. People focus too much that his stocks have undervalued in recent years. It's more important how Buffet runs his core businesses--that's the value of the company. In terms of sucession planning, no one is more brilliant than Buffet in running Berkshire. After he passes away, there may be fewer acquisitions.
DON'T BUY
DON'T BUY
October 23, 2019
Warren and Charlie are both long in the tooth. When one of them passes, he expects the stock could take a big hit. With a recession in the wind, this will get hit. He would be wary.
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Warren and Charlie are both long in the tooth. When one of them passes, he expects the stock could take a big hit. With a recession in the wind, this will get hit. He would be wary.
DON'T BUY
DON'T BUY
October 17, 2019
What if one of the principles doesn't wake up in the morning. What happens to the company. It is such a tough call so he is not in the stock.
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What if one of the principles doesn't wake up in the morning. What happens to the company. It is such a tough call so he is not in the stock.
TOP PICK
TOP PICK
October 7, 2019
It's a trade. It's market-sensitive and rangebound. He's buying around $195 and targets $220. Buy it around $200. It may or may not break-out. (Analysts’ price target is $241.25)
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It's a trade. It's market-sensitive and rangebound. He's buying around $195 and targets $220. Buy it around $200. It may or may not break-out. (Analysts’ price target is $241.25)
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.
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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

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Price
$207.450
Owned
Unknown
BUY
BUY
September 23, 2019
They've underperformed for 10 years, but this could be a defensive--or value--play. Buffett has a war chest of $120 billion, probably waiting to spend it during the next recession. Great managers. They can ride out any economic weakness.
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They've underperformed for 10 years, but this could be a defensive--or value--play. Buffett has a war chest of $120 billion, probably waiting to spend it during the next recession. Great managers. They can ride out any economic weakness.
SELL
SELL
July 26, 2019

Berkshire vs VISA. Not really the same businesses. Berkshire owns a ton of VISA and Mastercard. He is worried about the continuity of the business. He would like to see them pay a dividend. Ultra expensive stock. He owns VISA which has been a performer for many years. Holds some Berkshire but would probably be a sell at this point.

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Berkshire vs VISA. Not really the same businesses. Berkshire owns a ton of VISA and Mastercard. He is worried about the continuity of the business. He would like to see them pay a dividend. Ultra expensive stock. He owns VISA which has been a performer for many years. Holds some Berkshire but would probably be a sell at this point.

PAST TOP PICK
PAST TOP PICK
July 9, 2019
(A Top Pick May 24/19, Up 6%) A slow-moving stock. At $220 it will hit resistance, but it has momentum and will go higher.
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(A Top Pick May 24/19, Up 6%) A slow-moving stock. At $220 it will hit resistance, but it has momentum and will go higher.
HOLD
HOLD
July 3, 2019
Assets and liabilities don't add up? The company owns a lot of different businesses. They only report on things they own 100% of. Investors buy this to follow the success of Warren Buffet. The stock performance has lagged the market as it is harder to grow at the size the company has become. He would continue to hold it, if you own it.
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Assets and liabilities don't add up? The company owns a lot of different businesses. They only report on things they own 100% of. Investors buy this to follow the success of Warren Buffet. The stock performance has lagged the market as it is harder to grow at the size the company has become. He would continue to hold it, if you own it.
TOP PICK
TOP PICK
May 24, 2019
Suffering along with retailers. A rare test of support, and it holds every time it does that. 10% upside. No dividend. (Analysts’ price target is $241.25)
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Suffering along with retailers. A rare test of support, and it holds every time it does that. 10% upside. No dividend. (Analysts’ price target is $241.25)
COMMENT
COMMENT
May 21, 2019
Warren Buffett has been criticise in the last little while because his equity portfolio has underperformed the S&P500. Part of that reason is that Berkshire is such a large company now it's hard for them to make a difference. Berkshire is a lot more than Coke and JP Morgan. It's insurance business, utility business, other businesses they've bought such as Burlington Northern, those are things that create value within the company. Thinks people focus a lot on his investments stuff and that's a much more difficult thing. He likes it. Doesn't think they will pay a dividend but they might buyback more shares.
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Warren Buffett has been criticise in the last little while because his equity portfolio has underperformed the S&P500. Part of that reason is that Berkshire is such a large company now it's hard for them to make a difference. Berkshire is a lot more than Coke and JP Morgan. It's insurance business, utility business, other businesses they've bought such as Burlington Northern, those are things that create value within the company. Thinks people focus a lot on his investments stuff and that's a much more difficult thing. He likes it. Doesn't think they will pay a dividend but they might buyback more shares.
BUY
BUY
May 2, 2019
There are times when Warren got a little cold. He likes the way he pivots. It makes a lot of sense long-term. Generally speaking they know what they are doing.
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There are times when Warren got a little cold. He likes the way he pivots. It makes a lot of sense long-term. Generally speaking they know what they are doing.
Greg Newman

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Price
$215.930
Owned
Unknown
COMMENT
COMMENT
April 16, 2019
He prefers Fairfax, run by the Canadian Warren Buffet. He really likes their India fund, FIH-T. Berkshire is not a bad choice and should do well if there's market stimulus, but look at Asia for market growth. Only 5% of Indian homes have home insurance, so there's massive room for growth here. If there's a currency shift, then the Asian exposure is a plus.
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He prefers Fairfax, run by the Canadian Warren Buffet. He really likes their India fund, FIH-T. Berkshire is not a bad choice and should do well if there's market stimulus, but look at Asia for market growth. Only 5% of Indian homes have home insurance, so there's massive room for growth here. If there's a currency shift, then the Asian exposure is a plus.
BUY
BUY
March 6, 2019
With this, you're taking the long view and a broad basket approach (a wide portfolio). Has a high-yield and high-cash tilt. Warren Buffet has the benefit of a massive balance sheet over time where they can buy and wait it out over time.
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With this, you're taking the long view and a broad basket approach (a wide portfolio). Has a high-yield and high-cash tilt. Warren Buffet has the benefit of a massive balance sheet over time where they can buy and wait it out over time.
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.
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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.
BUY WEAKNESS
BUY WEAKNESS
January 31, 2019
There is lot of value hidden in this one. It is expensive but it is blue chip. It is like a mini-mutual fund.
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There is lot of value hidden in this one. It is expensive but it is blue chip. It is like a mini-mutual fund.
TOP PICK
TOP PICK
January 22, 2019
Buffet won't live forever, but he's trained smart disciples and build a strong business, so it will be fine. This was oversold in December. He loves their underlying businesses. Efficient operators. Trades now at 1.3x book, and a bargain. (Analysts’ price target is $238.50)
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Buffet won't live forever, but he's trained smart disciples and build a strong business, so it will be fine. This was oversold in December. He loves their underlying businesses. Efficient operators. Trades now at 1.3x book, and a bargain. (Analysts’ price target is $238.50)
BUY
BUY
January 7, 2019
Pullback here, valuation is very attractive. Ton of free cash flow. Terrific play on US growth. He thinks the US is going to be a great long-term performer, so this is the place to be. A must-purchase for all his clients.
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Pullback here, valuation is very attractive. Ton of free cash flow. Terrific play on US growth. He thinks the US is going to be a great long-term performer, so this is the place to be. A must-purchase for all his clients.
WATCH
WATCH
December 27, 2018
It is on his watch list. It is a very good company. He sees it as an insurance company because of its history as to how it trades. There is a higher level of catastrophic losses recently. He prefers Progressive here. We are decelerating from 4 percent to 2 percent economic growth. It is just not a super timely pick.
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It is on his watch list. It is a very good company. He sees it as an insurance company because of its history as to how it trades. There is a higher level of catastrophic losses recently. He prefers Progressive here. We are decelerating from 4 percent to 2 percent economic growth. It is just not a super timely pick.
BUY
BUY
November 9, 2018
You are buying a stock instead of a mutual fund. They are buying the companies. Mr. Buffet can move the market. He has had outperformance on the stock for 50 years. Very strong balance sheet. He thinks it is a great stock.
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You are buying a stock instead of a mutual fund. They are buying the companies. Mr. Buffet can move the market. He has had outperformance on the stock for 50 years. Very strong balance sheet. He thinks it is a great stock.
HOLD
HOLD
September 12, 2018

He thinks you are buying a fund of investments when you are buying into this. Just remember you are buying a portfolio and you should have a long term hold in mind when investing in this.

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He thinks you are buying a fund of investments when you are buying into this. Just remember you are buying a portfolio and you should have a long term hold in mind when investing in this.

DON'T BUY
DON'T BUY
July 31, 2018

Buffett has bought many private companies at good prices and they have performed well over time. Recently, the stock has underperformed. He is running into the law of large numbers: when a company gets very large, it is hard to continue to grow at the same rate. The company’s management is evolving, but what will happen to the share price when Buffett dies?

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Buffett has bought many private companies at good prices and they have performed well over time. Recently, the stock has underperformed. He is running into the law of large numbers: when a company gets very large, it is hard to continue to grow at the same rate. The company’s management is evolving, but what will happen to the share price when Buffett dies?

DON'T BUY
DON'T BUY
July 12, 2018

If you are buying this company, you are buying the investment legend Warren Buffet. The biggest risk is Buffet himself and his age. For him that is too much risk.

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If you are buying this company, you are buying the investment legend Warren Buffet. The biggest risk is Buffet himself and his age. For him that is too much risk.

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