Berkshire Hathaway Inc. (B)

BRK.B-N

NYSE:BRK.B

190.82
4.88 (2.62%)
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
PAST TOP PICK
PAST TOP PICK
September 1, 2016

(A Top Pick Sept 3/15. Up 13.77%.) Had a chance to buy this at a very low price to BV, and thought it was a great opportunity. Earnings are kind of under pressure this year because of its railway division, but that is cyclical and it is still generating gobs of cash.

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(A Top Pick Sept 3/15. Up 13.77%.) Had a chance to buy this at a very low price to BV, and thought it was a great opportunity. Earnings are kind of under pressure this year because of its railway division, but that is cyclical and it is still generating gobs of cash.

HOLD
HOLD
July 12, 2016

You are essentially buying the US economy, consumer and industrial. Not particularly cheap.

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You are essentially buying the US economy, consumer and industrial. Not particularly cheap.

DON'T BUY
DON'T BUY
June 20, 2016

(Market Call Minute.) The insurance business will ultimately drive this, and it is hard for him to get excited about the insurance side of the business right now.

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(Market Call Minute.) The insurance business will ultimately drive this, and it is hard for him to get excited about the insurance side of the business right now.

COMMENT
COMMENT
April 29, 2016

This has done very well, not so much recently with its market investments, but it’s private investments. He worries because of Mr. Buffett’s age, and wouldn’t put too much money into it.

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This has done very well, not so much recently with its market investments, but it’s private investments. He worries because of Mr. Buffett’s age, and wouldn’t put too much money into it.

HOLD
HOLD
April 19, 2016

(Market Call Minute.) A very large company with very good managers with a diverse group of companies.

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(Market Call Minute.) A very large company with very good managers with a diverse group of companies.

BUY
BUY
April 12, 2016

You only pay to get in and out, compared to paying management fees yearly for mutual funds. They have built a wonderful company that has longevity. Also, have delegated a lot of authority to their next generation of management. It gives you a broad cross-section of companies. Reasonably valued. You should buy this with the intention of owning it for a while.

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You only pay to get in and out, compared to paying management fees yearly for mutual funds. They have built a wonderful company that has longevity. Also, have delegated a lot of authority to their next generation of management. It gives you a broad cross-section of companies. Reasonably valued. You should buy this with the intention of owning it for a while.

TOP PICK
TOP PICK
March 2, 2016

Everybody talks about this, but very few people own it. Warren Buffett says the time to buy a stock is when it is trading at about 1.2X BV. Thinks this is trading at 1.3X today. This is a company that keeps adding inexorably to its earnings.

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Everybody talks about this, but very few people own it. Warren Buffett says the time to buy a stock is when it is trading at about 1.2X BV. Thinks this is trading at 1.3X today. This is a company that keeps adding inexorably to its earnings.

COMMENT
COMMENT
January 28, 2016

If you are going to invest in this, you have to believe the American economy is going to do well over time, because this has made a big bet on the US economy. He would never bet against the stock. Trading at 1.2X BV. Until there is better sentiment in some of the holdings and an improvement in the US economy and industrial economy, the stock is going to be stuck here.

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If you are going to invest in this, you have to believe the American economy is going to do well over time, because this has made a big bet on the US economy. He would never bet against the stock. Trading at 1.2X BV. Until there is better sentiment in some of the holdings and an improvement in the US economy and industrial economy, the stock is going to be stuck here.

BUY
BUY
January 27, 2016

This is the ultimate buy and hold company. There is nothing wrong with the company, but it is a conglomerate. It is extremely well diversified. They are good stewards of capital.

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This is the ultimate buy and hold company. There is nothing wrong with the company, but it is a conglomerate. It is extremely well diversified. They are good stewards of capital.

BUY
BUY
September 24, 2015

He always wanted to own it and took advantage of the pullback. It is not trading at too high a multiple. This is the most attractive buy-in opportunity he has had.

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He always wanted to own it and took advantage of the pullback. It is not trading at too high a multiple. This is the most attractive buy-in opportunity he has had.

TOP PICK
TOP PICK
September 3, 2015

In his opinion, this has fallen to the lowest price book level since the financial crisis. They continue to grow their BV. Once the Kraft-Heintz deal closes, that is going to add earnings power. He likes the safety and security of owning good quality companies within their holdings. Also, has a giant equity portfolio. He could easily envision this stock getting back to the $150-$160 level.

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In his opinion, this has fallen to the lowest price book level since the financial crisis. They continue to grow their BV. Once the Kraft-Heintz deal closes, that is going to add earnings power. He likes the safety and security of owning good quality companies within their holdings. Also, has a giant equity portfolio. He could easily envision this stock getting back to the $150-$160 level.

COMMENT
COMMENT
August 24, 2015

Chart shows support in the 2013-2014 area. He is expecting a small bounce up followed by another leg down, probably at $110-$111. He would look to buy at around $120.

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Chart shows support in the 2013-2014 area. He is expecting a small bounce up followed by another leg down, probably at $110-$111. He would look to buy at around $120.

BUY
BUY
June 25, 2015

Effectively a levered bet on the US economy. They can borrow money cheaper than everyone else. You might as well lever an investment with them. They are so big it is hard for them to move the needle. The two portfolio managers they hired did not distinguish themselves in 2008 and if that is who he chose when he can choose anyone, that tells us something. The two managers have done extremely well. It is fine from a succession point of view.

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Effectively a levered bet on the US economy. They can borrow money cheaper than everyone else. You might as well lever an investment with them. They are so big it is hard for them to move the needle. The two portfolio managers they hired did not distinguish themselves in 2008 and if that is who he chose when he can choose anyone, that tells us something. The two managers have done extremely well. It is fine from a succession point of view.

HOLD
HOLD
May 4, 2015

You can treat it as an ETF. It is a good growth story. The biggest negative is that Buffet is 80. He would not sell it, but if Buffet passes the torch this will definitely sell off.

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You can treat it as an ETF. It is a good growth story. The biggest negative is that Buffet is 80. He would not sell it, but if Buffet passes the torch this will definitely sell off.

COMMENT
COMMENT
April 23, 2015

He feels the passing of Warren Buffet would not affect the stock fundamentals, nor the market in general. BRK.B-T has a succession plan.

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He feels the passing of Warren Buffet would not affect the stock fundamentals, nor the market in general. BRK.B-T has a succession plan.

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