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We would consider it a HOLD; FTS, BEPC and H we think look a bit better right now but we would not sell what is working well.
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Business is good, and stock momentum excellent. Timing is rarely perfect. We would be OK adding a partial position for an investor just entering the stock. We think existing holders can wait a bit before adding: it is not likely to be a straight line up.
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Investors are viewing PLTR as one of the leaders in AI. Essentialy, the company helps other companies utilize AI in their businesses. investors theorize that, since EVERY company will likely need to use AI to stay competitive, PLTR has a multi-decade opportunity and a nice lead already. It certainly is expensive. But we like the earning trend and momentum and the sector. We would not consider it a sell but it is going to remain volatile.
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Invest Like a Fund Manager - Berkshire Hathaway
One great tool for idea generation when investing is looking at what others are doing in their portfolios. The stocks and the size at which they hold them can be an interesting signal into what an investor might be seeing at a company. Of course, this information is not always easy to find and this is where we come in.
Of course, just because a manager holds a stock does not mean it will work out or is appropriate for everyone. It does, however, offer a stamp of approval from someone that already owns the shares and at worst provides some ideas for an investor.
It is impossible to not begin with Berkshire Hathaway (BRK), led by Warren Buffett and Charlie Munger. BRK is associated with many blue-chip stocks. BRK holds 48 positions at the time of analysis. The portfolio went through a few significant changes given recent events. One thing to keep in mind, when looking at any portfolio, is that there are other investments and hedges we do not see. In the case of BRK, they own companies privately such as railroads and insurers. This diversification is not seen in the holdings of public companies and can allow the public equity portfolio to 'appear' more concentrated in single positions or sectors. In other words, the below portfolio does not provide a full picture of the total portfolio or exposures.
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It's recovered since delivering their bad quarter and then some. He wouldn't sell if it's up. Amazon is spending a lot on many initiatives. Yes, they face headwinds, but Amazon comes back every time (i.e. Amazon's cloud business). The stock seems to be headed lower, but he's confident it will bounce back again.
Their last report stated strong interest from advertisers--they can target ads as well as anyone. Also, NFLX dominates viewing, taking 20% of streaming time and 8% overall of TV viewing time for Americans. We continue to pivot more into streaming. NFLX has beaten the top-line for 4 straight quarters. They deserve the benefit of the doubt.
A money-market strategy, which is about as safe as you can get. Not a Guaranteed Investment Certificate, but very close.
That said, during the great financial crisis over a decade ago, many money-market funds were invested in asset-backed commercial paper. There was a credit event, and that market froze up. So these funds sometimes dabble in the credit market a bit. You have to be careful and understand what you own.
This one looks like short-term government money-market bills. But he'd have to do a deeper dive to see exactly. "Maximizer" tells him that there are added features for extra yield. These products tend to be safe generally.