Berkshire Hathaway Inc. (B)

BRK.B-N

NYSE:BRK.B

228.89
0.65 (0.28%)
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
SELL
SELL
June 28, 2018

He would take money off the table. Management team – Buffet and Munger – even though strong one is late eighty and the other is early nineties. They are not going to be there forever and lately they made a couple of bad acquisitions. They have this benefit of the self-fulfilling prophesy. But what if they lose that? A high valuation. He would be careful. Certainly, wouldn’t put new money on it.

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He would take money off the table. Management team – Buffet and Munger – even though strong one is late eighty and the other is early nineties. They are not going to be there forever and lately they made a couple of bad acquisitions. They have this benefit of the self-fulfilling prophesy. But what if they lose that? A high valuation. He would be careful. Certainly, wouldn’t put new money on it.

BUY
BUY
June 26, 2018

The stock traded up to EBB+2 in his model, which is high. At $187.14, it has come back to EBB+1, where he would be a buyer. His model price is $176.92. There’s a risk of it going back to $152.

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The stock traded up to EBB+2 in his model, which is high. At $187.14, it has come back to EBB+1, where he would be a buyer. His model price is $176.92. There’s a risk of it going back to $152.

BUY
BUY
April 24, 2018

He thinks this is a successful investment, run by one of the most successful American investors of our time. However, there is headline risk in the company when the management of the company passes from Warren Buffett.

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He thinks this is a successful investment, run by one of the most successful American investors of our time. However, there is headline risk in the company when the management of the company passes from Warren Buffett.

COMMENT
COMMENT
March 20, 2018

Buffet has put together a strong collection of consumer and industrial businesses. However, he is having difficulty in putting capital to work. He has 120 billion in cash on hand and is having trouble finding good places to put it. The company has a good succession plan and they have diversified their operations which will ease the transition to new management after Buffet is gone.

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Buffet has put together a strong collection of consumer and industrial businesses. However, he is having difficulty in putting capital to work. He has 120 billion in cash on hand and is having trouble finding good places to put it. The company has a good succession plan and they have diversified their operations which will ease the transition to new management after Buffet is gone.

Geoff Scott

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Price
$204.750
Owned
Unknown
COMMENT
COMMENT
January 23, 2018

There are few better capital allocators in the world than Warren Buffett and Charles Munger. You should ask yourself 1) what is your opinion on the insurance business and 2) are you positive on the US economy, as there are a lot of companies embedded with them.

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There are few better capital allocators in the world than Warren Buffett and Charles Munger. You should ask yourself 1) what is your opinion on the insurance business and 2) are you positive on the US economy, as there are a lot of companies embedded with them.

BUY
BUY
November 29, 2017

Exceptionally well diversified. He likes management teams who have a history of allocating capital well, good returns on invested capital and a good track record. This company is really the personification of all of that.

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Exceptionally well diversified. He likes management teams who have a history of allocating capital well, good returns on invested capital and a good track record. This company is really the personification of all of that.

BUY
BUY
November 17, 2017

Looking at the components, it has underperformed a little, but the chart shows a nice little trend from 2016. This would be a good risk/reward entry point.

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Looking at the components, it has underperformed a little, but the chart shows a nice little trend from 2016. This would be a good risk/reward entry point.

COMMENT
COMMENT
November 7, 2017

In an interesting spot. Has a multitude of assets and they are great allocators. They have the ability to take a longer-term view on investments. He is more tactical. Prefers to pick and choose assets that go into a portfolio in order to figure out the timing more precisely. Not a bad holding, but not for him.

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In an interesting spot. Has a multitude of assets and they are great allocators. They have the ability to take a longer-term view on investments. He is more tactical. Prefers to pick and choose assets that go into a portfolio in order to figure out the timing more precisely. Not a bad holding, but not for him.

BUY WEAKNESS
BUY WEAKNESS
October 16, 2017

There hasn’t been any meaningful pullbacks on the chart, so not many buying opportunities on many of the US stocks. This stock has been unstoppable. It has one of the greatest collection of assets in the US. If you believe the US is going to continue to be a powerhouse and a grower in their economy, this is one of the best ways to play it. On any pullback, he would be in there.

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There hasn’t been any meaningful pullbacks on the chart, so not many buying opportunities on many of the US stocks. This stock has been unstoppable. It has one of the greatest collection of assets in the US. If you believe the US is going to continue to be a powerhouse and a grower in their economy, this is one of the best ways to play it. On any pullback, he would be in there.

COMMENT
COMMENT
September 21, 2017

Not cheap, but when looking at the chart there is a pretty nice trend line. There was a little volatility earlier this year when at $180, and then it dropped to about $158. However, the chart shows a nice upward trend line after forming a cup and handle in mid-2016. Thinks there is going to be somewhat of a bias to value stocks, although they might be acting like growth stocks. Look over the next 10-15 days and pick your spot. Anywhere between $185 and $179 is probably safe if you are a long-term investor, and will do quite well over the next 6-8 months.

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Not cheap, but when looking at the chart there is a pretty nice trend line. There was a little volatility earlier this year when at $180, and then it dropped to about $158. However, the chart shows a nice upward trend line after forming a cup and handle in mid-2016. Thinks there is going to be somewhat of a bias to value stocks, although they might be acting like growth stocks. Look over the next 10-15 days and pick your spot. Anywhere between $185 and $179 is probably safe if you are a long-term investor, and will do quite well over the next 6-8 months.

DON'T BUY
DON'T BUY
August 21, 2017

It is a proxy for the US stock market. He has no problem owning it. He is concerned about succession planning amongst the management. Also, it is so large that there is so many billion in cash that he can’t put to work. Each acquisition has to be large enough to get the earnings growing over time.

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It is a proxy for the US stock market. He has no problem owning it. He is concerned about succession planning amongst the management. Also, it is so large that there is so many billion in cash that he can’t put to work. Each acquisition has to be large enough to get the earnings growing over time.

BUY
BUY
July 20, 2017

It has been a phoenix-like rise for the Canadian dollar recently. Given the strength of the stock portfolio it is a pretty good purchase.

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It has been a phoenix-like rise for the Canadian dollar recently. Given the strength of the stock portfolio it is a pretty good purchase.

PAST TOP PICK
PAST TOP PICK
May 17, 2017

(A Top Pick March 2/16. Up 9.70%.) When he bought this, he felt it was undervalued on a Price to Book Value basis. This is still a buy.

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(A Top Pick March 2/16. Up 9.70%.) When he bought this, he felt it was undervalued on a Price to Book Value basis. This is still a buy.

WEAK BUY
WEAK BUY
February 27, 2017

It does not pay a dividend because he believes he can better reinvest it in the company (buying more companies). You cannot disagree with his track record. It may be a stable position for you. There are other areas in the financial industry that look more attractive at this time, however.

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It does not pay a dividend because he believes he can better reinvest it in the company (buying more companies). You cannot disagree with his track record. It may be a stable position for you. There are other areas in the financial industry that look more attractive at this time, however.

BUY
BUY
February 16, 2017

They are two of the best investors in the world. They made a huge bet on AAPL-Q and on the airline industry. You don’t get rich betting against these two guys. It has not gone up as much as other financials. It is still good value at this price.

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They are two of the best investors in the world. They made a huge bet on AAPL-Q and on the airline industry. You don’t get rich betting against these two guys. It has not gone up as much as other financials. It is still good value at this price.

Showing 31 to 45 of 129 entries